# Help & Troubleshooting — projects management _Help and Troubleshooting › projects management_ ## Projects Management | Symptom | Likely cause | Fix | |---|---|---| | You cannot open or update a Shipping Order. | Your user does not have access to **PM > Projects Management > Shipping Order** or does not have permission to update the applicable record. | Confirm your access and update permission with the person responsible for user permissions. | | The Shipping Order you need is not displayed. | The required order has not yet been located in the list. | Select **Search** and search again using the information available for the order. | | Changes to a Shipping Order are not retained. | The record was revised but neither save action was selected. | Select **Save** to retain the changes, or select **Save and Close** to retain them and close the order. | | The Orders list does not show the information needed for review. | The current layout does not include the required columns. | Use **Columns Chooser** to revise the current layout, then select **Update Current**. Alternatively, select **Add Layout** to create a separate role-specific layout. | [Open the full page](doc:projects-management-guide) ## Production Orders | Symptom | Likely cause | Fix | |---|---|---| | The required Production Order is not visible in the list. | The list is filtered or the search criteria are too specific. | Select **All**, clear or revise **Search**, and search by a sheet number, job number, item description, or responsible PM. | | The list does not show the information needed for daily review. | The active layout does not include the required columns. | Select **Standard Layout**, or use **Add Layout** and **Columns Chooser** to create a layout that includes the required information. | | A supporting document is not attached to the order. | The file selection was not confirmed. | Select **Attach**, use **Select** to choose the file, then select **Ok** before saving the Production Order. | | Changes are not retained after leaving the entry screen. | The Production Order was not saved. | Select **Save** to retain changes, or select **Save and Close** to retain changes and close the screen. | [Open the full page](doc:production-order) ## Shipping Order | Symptom | Likely cause | Fix | |---|---|---| | A Shipping Order cannot be found in the list. | The search text does not match the displayed sheet, client order, or job reference, or the list needs refreshing. | Clear or revise **Search**, then select the **Refresh icon (icn-update)** and search again using a more specific reference. | | The required list column is not visible. | The current layout does not include the required column. | Select **Columns Chooser**, add the required column, and select **Update Current**. Alternatively, create a separate layout with **Add Layout**. | | Changes to the current layout are not retained. | The layout was changed but not saved. | Select **Update Current** for an existing layout, or use **Save** after creating a layout with **Add Layout**. | | A supporting document is not shown on the Shipping Order form. | The file may not have been attached or saved. | Select **Attach**, confirm that the file appears in **Files (files[])**, then select **Save** or **Save and Close**. | [Open the full page](doc:projects-management-shipping-order-new) ## List | Symptom | Likely cause | Fix | |---|---|---| | The required package or sales job is not visible. | A search value may be restricting the displayed records. | Review and amend the value in **Search**, then select **Refresh (icn-update)**. | | Important information is not shown in the list. | The selected layout does not include the required columns. | Select **Columns Chooser**, add the required columns, and select **Update Current** or create a layout with **Add Layout**. | | A revised layout is not available later. | The layout changes were not saved. | Use **Save** when creating a layout, or use **Update Current** when changing an existing layout. | | The list presentation is unsuitable for the current task. | A role-specific layout is active. | Select **Standard Layout**, or select a more suitable saved layout through **Layout options (icn icn-layoout)**. | [Open the full page](doc:projects-management-buyout-to-order-list-view) ## Buyout To Order | Symptom | Likely cause | Fix | |---|---|---| | The required selection is not shown on the record. | A value was chosen but not confirmed in the selection dialog. | Use **Select** after choosing the value. If a confirmation is shown, select **Ok**. | | The Buyout To Order record is difficult to identify later. | **Display name** is blank or too general. | Enter a specific **Display name** that includes useful job or Buyout context, then select **Save**. | | A supporting document is not visible on the record. | The file was not added or was not confirmed. | Select **Attach**, add the file, confirm it appears in **files[]**, and then select **Save** or **Save and Close**. | | Changes disappear after leaving the form. | The record was closed without using a save action. | Reopen the record, make the changes again, and select **Save** or **Save and Close**. | [Open the full page](doc:projects-management-buyout-to-order-new) ## Orders | Symptom | Likely cause | Fix | |---|---|---| | The Orders list does not show the information needed for the review. | The current layout does not include the required columns. | Select **Columns Chooser**, add the required columns, and select **Update Current**. | | A new layout is not available after it was created. | The layout was not retained. | Create the layout again and select **Save** after entering **Layout name** and selecting columns. | | The wrong layout is being removed. | **Delete Current** applies to the current layout. | Select **Cancel** before confirming deletion, then verify the current layout before using **Delete Current** again. | | An exported list does not contain the expected information. | The displayed layout did not contain the required columns before export. | Adjust the layout with **Columns Chooser**, save it with **Update Current**, and then use **Export**. | [Open the full page](doc:orders-guide-2) ## NewInstantJob | Symptom | Likely cause | Fix | |---|---|---| | The required item is not yet associated with the draft. | No selection has been confirmed. | Use **Select...**, choose the appropriate item with **Select**, and confirm with **Ok** where available. | | A document is missing from the job draft. | The file was not attached before the record was saved or closed. | Reopen the draft, use **Attach**, add the file to **files[]**, and select **Save**. | | Changes are lost after leaving the record. | **Don't Save** was selected, or the record was closed without saving. | Re-enter the draft, make the required selections again, and use **Save** or **Save and Close**. | | The draft should not remain in the list. | The record is no longer required. | Select **Delete** only after confirming that the draft should be removed. | [Open the full page](doc:projects-management-edit-list-newinstantjob) ## Delivered Orders | Symptom | Likely cause | Fix | |---|---|---| | The required delivered order is not visible. | The list is not filtered using the relevant identifying value, or the current visible rows do not include the order. | Enter the job number, client, or job title in **Search** and review the matching list rows. | | Important information is not displayed in the list. | The current layout does not include the required columns. | Select **Columns Chooser**, add the required columns, and use **Update Current** or **Save** to retain the change. | | A layout change is no longer available. | The changes were cancelled or were not saved or updated. | Reapply the column changes and select **Save** for a new layout or **Update Current** for the selected layout. | | The export includes information that is not needed. | The list was exported before applying the appropriate search criteria or layout. | Return to the list, use **Search**, confirm the required columns, and select **Export** again. | [Open the full page](doc:delivered-orders)