Question:
I am configuring Items in my RFI Doc Type, but am not sure which Doc Item Detail part to use. Is it Doc Item Detail because the others are just for specific Doc Types (e.g. Doc Item Detail – CCO is just used by CCO)?
Answer:
Often, Parts in the UI Configuration tool (on the System Admin Dashboard) do correspond to the Doc Types mentioned in the name, so Doc Item Detail – CCO is indeed used by the CCO Doc Type. However, there are a few Doc Types that do use parts that are named for a different Doc Type. Use the table below to find which Parts are used by which Doc Types. You‘ll see that you should use Doc Item Detail – Commitment when configuring the Details for the Items tab on an RFI doc type.
CO
Part | Is used by |
Budget Targets | Budget and Forecast, Change Order and Proposed |
DOC A&R | All doc types |
Doc Address | Any doc type with Addr tab |
Doc Alerts | Any doc type with Alerts tab |
Doc Attendee | Any doc type with Attendees tab |
Doc Attributes | Any doc type with Attributes tab |
Doc Compliance | Any doc type with Compliance tab |
Doc Dates | Any doc type with Dates tab |
Doc Detail | All doc types except those mentioned below |
Doc Detail – CCO | CCO |
Doc Detail – CO | Change Order and PCO |
Doc Detail – Commitment | Commitment |
Doc Detail – Payment Request | Payment Request |
Doc Detail – Project Contract | Project Contract |
Doc Header – Standard | All doc types except those mentioned below |
Doc Header – CO/CCO | Change Order, CCO, and Pay Request |
Doc Header – Commitment |
Commitment |
Doc Inclusion | Any doc type with Incl/Excl tab |
Doc Item Budget | Change Order |
Doc Items | Any doc type with an Items (CI) tab |
Doc Item Detail | All doc types except those mentioned below |
Doc Item Detail – CCO | CCO |
Doc Item Detail – CO | Change Order |
Doc Item Detail – Commitment | Commitment and RFI |
Doc Item Detail – Commitment Receipt | Receipt |
Doc Item Detail – Pay Request | Pay Request |
Doc Item Detail – Project Contract | Project Contract and Bid |
Doc More | Any doc type with More tab |
Doc Notes | Any doc type with Notes tab |
Doc Tabs | All doc types |
Inbox | Home Dashboard |
Project COR Inquiry | Project Dashboard |
Project Cost Analysis | Project Dashboard |
Project Doc List | Project Dashboard |
Project Exec Summary | Executive Dashboard |
Project KPI | Project Dashboard |
Project Team | Project Dashboard |
Additional Comments:
This table can also be found in an Appendix of the Focus on System Administration guide.
For Doc Types created by your site, review KBA-01055 and KBA-01279 along with the <DocTypeConfig> entries in page.config and siteconfig.xml. These entries can specify what parts are loaded by your Doc Type.
KBA-01299; Last updated: October 10, 2016 at 12:36 pm;
Keywords: parts used in customization;doc type part map