You can view related records (submittals, RFIs, issues, and
forms) that are linked to other records by selecting a related record from another record's
Related area.
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu

in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
Click the tab for the work item type (submittal,
RFI, issue, Form).
-
Select the number for the work item you want to
work with.
Note: The number appears in blue text and becomes
underlined when you mouse over it.
The page for that work item
appears.
-
In the Related area, click
the link for the related record you want to view.
The related record
opens.