Delegation of PM Duties
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Click on a relevant link below to continue:

A. Create New '20 Delegation of PM Duties'

It can be created by users in Project Manager role by going to 'Project Forms' or 'Contracts' area as applicable.

Expand the 'E. Certificates' group and select '20 Delegation of PM Duties' type.

Click on '+ Create Form' to create a new '20 Delegation of PM Duties'.

B. Enter Details for '20 Delegation of PM Duties'

This form is used by Project Manager to notify Contractor about Delegation of PM Duties. Below is a description of the available fields:

B1. Contract Search

To use the search options available - contract code and contract description - to search the contract for which Delegation of PM Duties is to be raised. This would be specifically helpful in cases when you have a long list of contracts and you need to filter out the required contract from the list.

B2. Contract

To select the contract for which Delegation of PM Duties is to be raised. You cannot proceed further with this form without selecting a contract. Based on the contract selected, some of the information may get auto-filled in the form.

B3. To Contractor

To select the Contractor for sending them Delegation of PM Duties.

B4. User Ref

To enter details for user reference. This is an optional field.

B5. Section

To select the section applicable in the contract for this Delegation of PM Duties. Click here for detailed help on contract sections.

B6. Subject

Enter a subject line for this Delegation of PM Duties.

B7. Under clause 14.2 I notify you that I delegate the following Project Manager actions to (Name)

To select the user to whom the PM duties need to be delegated.

B8. Effective from the date of this notification for a period of

Enter a period for delegation of PM duties.

B9. Clause no.

Enter a clause number for delegation of PM duties.

B10. Duty

Enter details of the PM duty as per the corresponding clause number entered.

B11. Insert item

To enter additional items for delegation of PM duties if applicable. It will insert additional row to enter a new clause number and related PM duties.

B12. Comments

Enter comments if any.

Entering Distribution List

B12 Add New Recipient

To add new recipients in form distribution list, you need to click on 'Add New Recipient' option available at bottom left of this form section. It will open a layered screen with options to enter details regarding distribution for each recipient added to the form.

B12.1 Recipient User

To select users for form distribution.

B12.2 Form Actions

To select form tasks that needs to be distributed to the selected recipient user.

B12.3 Action Due

To select due date for selected form actions based on the selected recipient user.

Note - While distributing 'For Information' form action, it is not mandatory to select a due date; however, it would be required if distributing other types of form task.

This distribution list may get auto populated based on pre-defined distribution groups if already created for the section selected for this form.

Note: You may add recipients to the distribution of this form by using the 'Add New Recipient' option. Recipients that you add here will be remembered by the form even when saving a draft. Alternately, you may also use the Ad-Hoc distribution module above to add other recipients. However, if you use the Ad-Hoc distribution module when assigning a 'Review Draft' action, that action will not be remembered by the form after the recipient reviews it.

Entering Reference Document Details

B13 Add new Reference Document Details

To add new reference document details, you need to click on 'Add new Reference Document Details' option available at bottom left of this form section. It will add a new row wherein you can fill details regarding description of reference document and include hyperlink for the same.

To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.

To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.

B13.1 Description

To enter a description of the reference document that you are adding.

B13.2 Hyperlink

To enter a hyperlink for the corresponding reference document description.

C. Submit Details for '20 Delegation of PM Duties' / Save Details as Draft

Once you have entered the required details, click 'Send' button to save / submit the details. This will send a 'For Information' task to the Contractor. Also, the form will be distributed separately as per the distribution list entered while creating the form.

In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.

Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form under creation will be lost forever once it is cancelled.

D. Edit Draft of '20 Delegation of PM Duties'

Click here for detailed help on how to edit an existing form draft.

E. View Existing '20 Delegation of PM Duties'

To open an existing '20 Delegation of PM Duties' form for viewing, click on the form title from relevant listing area. The form will open in view mode as shown below.

Click here for detailed help on Form Viewer Options.

Click on the contract number to view related contract details. Similarly, click on any of the form id's with hyperlink to open related form as applicable.

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