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Forms contain project questions to be asked of project collaborators. For example, a form might include questions about project requirements, potential suppliers, or general procurement issues.

Based on the project type, your project may contain a number of forms by default. Forms are associated with project types by a system administrator.

The Forms page appears only if enabled in the project type. If you have the appropriate rights, you can add and edit forms.

On the Forms page, you can:

  • Add or edit a form with customized questions

  • Create and edit project form questions

  • Import a standard form from a library

  • Respond to a question in a form

Activities

Adding a Project Form

Forms contain project questions to be asked of project collaborators. For example, a form might include questions about project requirements, potential suppliers, or general procurement issues.

To add a project form, do the following:

  1. On the Forms page, choose Add.

  2. Fill in the fields with basic form information.

  3. Create form questions.

  4. Save your entries.

To edit a form, choose Edit on the Forms page.

Creating a Project Form Question

To create a project form question:

  1. On the Forms page, choose Edit for the form to edit.

  2. Under Questions & Responses, make sure that you are in the Question view. This is the default view for this page.

  3. Choose Add

  4. In the Question field, enter your question.

  5. If necessary, enter information in the Response field. For example, you might provide instructions about how to answer the question.

  6. Choose OK.

  7. ChooseSave in the toolbar.

  8. On the Forms page, choose Save in the toolbar.

Importing a Project Form from the Project Library

To import a project form from the Project library:

  1. On the Forms page, choose Import from Library.

  2. Select a list of forms from the drop-down list.

  3. Check the box for the form to import.

  4. Choose OK.

  5. Choose Save in the toolbar.

Responding to a Project Form Question

Multiple collaborators can respond to the same question in a form. The most recent responder and response date appear in the Response view for the Form page.

To respond to a project form question:

  1. On the Forms page, choose Edit for the form to edit.

  2. On the Form page under Questions & Responses, select Respond View from the drop-down list.

  3. Choose Edit for the question to which to respond.

  4. Enter your response in the Response field.

  5. Add an attachment or URL to provide additional documentation for the response.

  6. ChooseOK.

  7. Repeat steps 2-6 for each form question to which to respond.

  8. ChooseSave in the toolbar.

  9. On the Forms page, choose Save in the toolbar.