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WRENCH Abbreviation
SL No Abbreviation Descriptions
In workflows with parallel stages you can deactivate a parallel stage.
By deactivating one of the parallel stages, an action by the resource in
that stage can be avoided. Usually a workflow with parallel stages is
used in organizations if a document or drawing requires action by two
1 Activate/Deactivate
authorities. In some cases if approval of just a single authority is only
necessary then the stage allocated in the Workflow for the other
authorities can be deactivated. You can also activate a deactivated
stage.
Select an activity for which the timesheet entry is made. Values
2 Activity configured in the activity master are displayed in the drop-down list.
This is a mandatory field.
System automatically updates this field when the Task is actually
3 Actual Finish Date
completed. You can also manually update this date.
System automatically updates this field when the Task is actually
4 Actual Start Date
initiated. You can also manually update this date.
5 Add Attachment Different types of associated documents can be attached to the task.
6 Add Critria This is used to add more fields for searching
Using this option you can add a reply to a correspondence document.
In case a genealogy is mapped to the correspondence type, the reply is
7 Add Reply
added to this genealogy. Or else reply is added to the genealogy under
which the parent correspondence is saved.
Enter the time log for a particular document befor sending to next
8 Add to Timesheet
stage .
Advance properties of a document are listed here. The following details
9 Advance Document Details
are displayed in the advance document properties section.

During the initial stage of a Project, a mutual agreement is made

between the company and the client on the number of days the client
10 Ageing Days
will take to respond to the submitted documents. This period can be
defined as 'Ageing Days' of the project.

When a transmittal is released and client comment is updated, internal

revision number is not incremented and the document remains still in
Allow document revision number
11 released status. Now when the document is checked out for the first
duplication
time after transmittal release an option to select revision number is
enabled and you can select a revision number.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
When adding documents or drawings to Wrench drive, adding
documents with filename already existing in Wrench drive is restricted.
12 Allow Duplicate Name This usually occur when templates are used to add documents. This
option permits the user in adding documents with the same file name
to Wrench drive.
At the time of initiation of a project approval codes which are to be
used for the project are agreed upon with the client. On submitting to
clients for approval, clients respond back with these codes. To
13 Approval Status Details accommodate these codes Wrench saves the various approval codes
with internal codes. Approval codes includes Approval Status Code
(Internal), Approval Status Code (Client) and Approval Status
Description.
Projects are generally complex with thousands of tasks, dozens of
deliverables, multitude of software tools (ERP's, Primavera, MS Project,
14 Area 3D Modelling, Excel), Locations (sites, time zones and countries) or
number of players (project team members, client, consultant, project
management organizations, contractors and suppliers).
Details of the area assigned to the document are displayed here. This
15 Area Details
includes Area Code and Area Description.
Click this option to assign workflow after selecting documents. Select
single or multiple documents and click assign workflow. Assign
16 Assign Workflow
workflow window is displayed. Select a workflow from a list of pre-
defined workflows.
Different types of associated files can be added as attachments to the
17 Attach
selected file.
This option is for attaching comment file stored in the local system to
18 Attach Comments the server. Comments can be attached from the Attachments tab in the
document details window and smart folder.
19 Attach Review The saved review file can be attached to the document.
Basic document properties of a document are listed here. It is also
possible to update the basic document details. The following details are
20 Basic Document Details
displayed in the basic document properties section. Properties marked
with an asterisk are mandatory.
On selecting the check box next to this,manual replication of
21 Block File Replication
documents and drawings related to this project is restricted.
Calculate Project progress based on On selecting the check box next to this option project progress is
22
Customer Weightage factor. calculated in terms of customer weightage factor.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Check In is the reverse operation of Check Out. It is the process of
sending a document back to the server after editing. The Check In
button is enabled on the menu only if the selected document is
23 Check In
checked out. A red tick mark indicates whether the selected document
is checked out. On checking in a document the version number is
incremented.
This option is used to download the document for the purpose of
24 Check Out editing. When the document is checked out, the document is
downloaded and the document is indicated with a tick mark.

Usually the client marks their comment on the document and sends it
25 Client Comments back. This comment file is updated into Wrench along with approval
status code details, received back date and other details.

Select this option to close the work in your workspace. The work will be
26 Close
open in the workspace of other user until they act upon it.

27 Comments Comments files are the files which are used by internal checkers
Select this option to complete a document if it has gone through all
28 Complete workflow stages. User in the last stage of the workflow can complete
the document using this option.
Complete task on completion of If this option is selected, when workflow of document linked to the task
29
workflow of linked document is completed, task is also completed.
A signature file can be selected. The selected signature file will be
30 Configuring Signature
inserted when you insert a signature on a document.
Comments entered by different reviewers in the attachment have to
31 Consolidate Comments be consolidated to one single comment file. Consolidate Comments
option helps you in carrying out comment consolidation.
On clicking this option a request to create specter file is posted to the
32 Create Specter server. Once the specter file is generated it is attached to the main
document.
Reply to correspondences can now be sent to relevant stake holders
through a transmittal. For ease of sending the reply through a
33 Create Transmittal
transmittal Create transmittal' option is available in document details
window.
34 CRS Client resolution sheet.
Though the currency used by an organization is configured in control
panel, each project may have a different currency. Hence it is required
35 Currency Symbol to use the organizations currency in each project and allow it to be
changed if required. This will help maintain the actual cost of the
resource to the organization and the cost to project as well.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
36 Current Workflow Stage Current stage of the workflow assigned to the task is displayed here.

Each object in Wrench such as documents, schedules etc. may have a

number of characteristics associated with it. In typical situations, the
parameters available in Wrench ENT may not be sufficient to capture
37 Custom Details
basic information of the project. In such cases additional characteristics
called Custom Characteristics are defined. Details of the custom
characteristics assigned to the selected document are displayed here.

The server to which you want to connect when you log in is defined
38 Default Server
here.
You can permanently remove the document from Wrench using the
39 Delete delete option. This helps in removing redundant documents and thus
saving disk space.
40 Description A short description of the operation that was carried out
41 Detach Click this option to detach the document from the task.
Detailed schedule details are displayed in this section. This includes
42 Detailed Schedule
information related to rules and their progress.
Usually a resource is a member of a discipline or department. Select
43 Discipline
discipline of the resource from a list. This field is mandatory.
44 Document Description Name/Title/Description of the deliverable
Document number is the unique identifier for the document that is
45 Document Number
added to Wrench.
In the properties page under different panes, entire information
related to the selected document is available. Properties can be edited
or modified. The document details window is separated into different
46 Document Properties panes and different properties are grouped under these panes.
Different panes in the document details and properties grouped under
these panes are described in this section. The panes can be expanded
and closed.
47 Download Click this option to download the document and save it.
Different attachments types attached to a document or drawing can be
48 Download attachments
viewed and downloaded from a separate window.

Click this option to download comments attached to a document. On

selecting this option Download Comments window is displayed. In the
49 Download Comments window list of comment files attached are displayed. Select the
comment files you want to download and click OK to continue with the
download process.
50 Earned Progress Total progress achieved by the task is displayed here.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
51 EIL Engineering Inspection log.
52 Email Settings Email settings for a user can be configured here.
Select the check box next to this option to enable X-ref handling for this
53 Enable X-Ref
project. Click the configure button to define link file types.

End of Life period for the document. Once the document reaches the
54 End of Life
end of life period the document is made obsolete automatically.
This option used to export the comments entered in PDF to
55 Export Comments
Engineering Inspection log
56 Export to Excel To export the details to an MS Excel file.

Most of the project documents will need final approval from the client.
Approvals are generally done after different submissions and reviews.
Since it takes multiple reviews, the project players will define different
stages of approval (like Approved with Comments, Approved for
construction, Rejected etc). These approval stages are captured to the
system along with client definition, as Status Codes. Status codes and
57 External Approval Status Codes
first anticipated code can be different for different projects done with
the same client. So there are provisions to override it in the project
module. Approval status codes are saved against a client in masters,
and they are inherited when a customer is selected for a project.
System should automatically inherit the approval status codes from the
customer information, if they are available.

You can define different file matching options for documents in a

58 File Matching option project. You can either assign a basic matching option or predefine the
matching option format for the documents added under the project.

Transmittals released at the time of the final approval of the

59 Final release Transmittal
document. This transmittal is also similar to Release Transmittal.

Click this option to roll back a workflow that has been already started
to its initial stage. On clicking this option the object is flushed or
60 Flush Workflow
removed from the workspace of the stage users and a message
indicating object has been successfully flushed is displayed.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Once an approximate duration of a task is estimated, a forecasted start
date and forecasted end date is specified. By default system assigns
current date as the schedule start and schedule end date. The
forecasted start and forecasted end date is entered accordingly. The
Forecasted Start Date and Forecasted
61 reports submitted to the client are based on the forecasted date. On
Finish Date
scheduling the task, these dates are freezed and are only editable
when the task is revised. Forecasted start date should be greater than
the project start and Forecasted end date should always be less than
the project end date.

With this option you can notify users about the status of a document.
In addition a user who is not a part of the workflow would be able to
62 Forward access the object which is being sent through a workflow. Thus you can
send an item to a user who is not in the workflow stage for additional
comments or help.
Transmittals used for interdepartmental communication and to any
63 General Transmittals other external agency such as vendors. Documents in any status can
be send through General Transmittals.
64 Generate Coversheet Click this option to generate a transmittal report or coversheet

You can search for different objects in Wrench from the global menu.
The process of searching and retrieving different Wrench objects is
65 Global Search termed as Search and Find Objects. With this advanced search engine
you can search and retrieve various Wrench objects instantly. Searches
are fast and results are returned instantly.
Approval status code defines the customer's response on a document
66 Internal Approval Status Code
that has been sent for customer approval.
Item details are specified for the purpose of creating document
numbers for project documents automatically. For those documents
67 Item Name that are to be created at various stages of delivering the item (design,
procurement or construction) the numbering template specified for
the particular project type will be used.
68 Last Edited On The date on which a object was edited last is displayed here.
A Document after its release will go through an entire life cycle where
it is referenced by customer, vendors according to engineering process
followed by different industrial verticals. A released document will
69 Life Cycle Status / Issue Purpose
have its revision updated for every revision it undergoes. This helps the
Wrench Users to pinpoint on what phase of the life cycle is the
Document at any given time.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Click this option to link a document to the task. Once a document is
70 Link linked to a task, completion of the task is dependent on the completion
of the document.
71 Log Time Date and time on which the operation was carried out
72 Login Name PS No of the user
Markup is a means of highlighting a required change on a
73 Markup
drawing/document and attached as file
Here you can specify the duration from one milestone to another, and
based on the duration other milestone planned dates can be
automatically calculated. Rule of Credit dates are generated
automatically based on; a single input, Schedule Start Date, Client
Submission Date etc. This process is referred to as Micro Scheduling.
74 Micro scheduling
A calendar can be assigned to a milestone based on which the
calculation can be carried out. In case a calendar is not assigned
calculation is carried out based on the normal Wrench working
calendar.

75 Modules Different modules like Document, Project, WBS, Timesheet, etc

Additional operations related to the document can be carried out from
76 More
the pop-up menu
Notify operation is used to send a message to a user. The content of
the message will be related to a document in most cases. The user who
77 Notify
sends the message can provide more clarity to the messages by
inserting the document/Task meta data values.
78 Number of Sheets Total number of sheets in the document
This option is for opening the main file or specter attachment and
79 Open for Commenting
commenting on it.
Consolidated Comment file can be opened for review from
80 Open for Review Attachments tab in the document details window and from the smart
folders menu.
81 Operations Log A log of entire operations carried out on a task is displayed here.

Package based progress measurement in WBS of the project will be

82 Package based progress measurement
enabled if the check box next to this option is selected.
83 Percentage Progress percentage of the task is displayed here.
In some cases billing of the project may be done against man hours
84 Person Hour Rate
spent on the project.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Using this option you can pin the documents to Smart Folder. The
pinned document will be available in the selected smart folder
85 Pin to smart folder
irrespective of the rules based on which the smart folder is created. It
is also possible to unpin documents from the smart folder.
Planned Start Date and Planned Finish
86 The planned start date and planned finish date are displayed here.
Date
Click this option to print the selected document. On clicking this option
87 Print Print window is displayed. Enter different print settings and click Print
button.
Actual progress of the project is displayed here. This is displayed as a
88 Progress Percentage
progress bar.
Click the browse button to select a calendar for the project. All time
89 Project Calendar
sheet calculations and notifications would be based on this calendar.
Description for the project that will help in identifying the project
90 Project Description
easily.
91 Project End Date End date of the project.
92 Project Genealogy The folder in which the project is saved.
93 Project ID Unique ID of the Project
Name of the Project Manager who is assigned to the project is
94 Project Manager
displayed here.
All the basic project settings can be defined here. Different options to
define general settings related to a project are available here. These
95 Project Settings settings are grouped under different panes in the Project Settings
window. Different settings that can be defined are described in the
following sections.
96 Project Short Description Short description of the project is displayed here.
97 Project Start Date Start date of the project.
Current status of the project is displayed. A project can be in "Work In
98 Project Status
Progress" or "Completed" status.
99 Project Type The type of project is displayed here.
Project type is a categorization of the project. A project may include
100 Project Types multiple project types. A Project Type can be selected from a pre-
defined master list.
Existing resources in a stage can be changed using this option. You can
add more resources to existing resources in a workflow stage, remove
101 Reassign
some resources from a stage or completely change the resources in a
stage.
Using this option you can remove users from workflow stages and
102 Reassign User
assign a new user to workflow stages.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Click this option to refer a task to the document. A refer document has
no significance effect on the completion of the task. The document is
added as a reference document. On clicking this option Document
103 Refer
Addition window is displayed. Enter values for the fields in the
document addition window. For more information on adding document
refer
104 Reference documents References which are attached to the document
Related Files are documents which are referred to the original
105 Related Files
document.
106 Release Select this option to release a completed document.
Transmittal released when Documents are released to the customers.
By default, Wrench treats the preceding stage of the Release stage in a
predefined workflow as Transmittal stage. Only those Documents
107 Release Transmittals
which are currently in "Released to Customer" status will be available
in the Transmittal Queue, which can be added and released through a
"Release" transmittal.
108 Remarks Notes save against a task is displayed here.
User can change the existing password and define a new password for
109 Reset Password
the user.
You can reset the menus, views and settings configured by the
110 Restore Settings
administrator.
If this option is selected on the project resources can create time log
Restrict time log entry only to project
111 entries. If this option is not selected any resources can create time log
resource
entry for this project.
Retain manually added resources in If this option is selected, when workflow is refreshed manually added
112
workflow resources are not removed. Or else they will be removed.
113 Revise Click this option to revise a completed Deliverable.
The revision number indicates the number of times a document is
revised. Different series, like 0, 1, 2, 3, 4, and A, B, C, D etc. can be
114 Revision Series
assigned as revision number. If there are no client revising options then
revision number is only used.
Revisions are maintained to indicate the number of times a document
is revised or edited after its release. The revision numbering sequence
maintained by different organization varies. It could be common across
the organization or even can be project specific. In many cases it is
115 Revisions
dependent on the revision number the client would like to have. The
user revision is used mainly to manage the client revision number.
These revision numbers are linked with the issue purpose of the
document.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
While stringent monitoring of the milestone tasks is necessary for the
timely completion of the project, the project manager needs to be
informed of any delay in the Project well in advance so that
116 Rule of Credit
appropriate preventive measures can be taken. The important
milestone stages related to the progress in the deliverables are
mentioned in the Rule of Credit module.

Rule set can be defined for a particular group of tasks, documents, etc.
117 Rule Set
for which the same rule of credits are to be monitored.
118 Save Comment For saving the comment give in the EIL.
If the document you selected is linked to a task, then on clicking this
119 Schedules
button the schedules of the linked task is displayed.
120 Search To search different objects in WRENCH from the global menu
Send is used to send documents to next stage after completing the
121 Send
work
While working with some documents in Wrench, it might be required
to send documents by outlook mail to others for verification, review or
approval. Send Mail option can be used to accomplish this.
122 Send Mail
The Send Mail option in the navigation bar assists the user in sending
external mails from Wrench with the selected documents as
attachments in the mail. Documents and document attachments can be
send using this option.

Interdepartmental or Intra departmental squad checks can be

performed in Wrench by defining a stage as a sequenced stage in Work
flow Designer. "Sequenced Sending" is a feature in sending, which
follows a predefined pattern within a stage. If a sequence has been
defined and locked in the workflow the sequence is displayed here.
123 Sequencing
This pre-defined sequence cannot be changed.

If a sequence is not defined in the workflow stage, you can define a

sequence here. If a sequence is defined in the workflow and it is not
locked, the sequenced can be altered here.

Using this option a pre-defined signature can be inserted in the

124 Sign
document.
Sometimes a project may have to be executed at multiple
125 Site/Location
sites/locations.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Smart folders are created by users for organizing data in a better way.
Rules can be defined for these folders and based on the rules data is
126 Smart Folders
organized in these folders. Wrench objects (Documents and Task) can
be moved to these folders based on user defined rules.

127 Specter Specter files are the PDF files which are stored with the native files.

A document with a specter attached to it can be opened and a pre-

defined digital stamp can be inserted. Stamp is inserted on the specter
128 Stamp
file. Specter file for stamping is opened in Adobe Reader. Hence ensure
the application Adobe Reader is installed in the system.

Areas defined for a project can be further divided to sub areas. This
129 Sub-areas
makes the project progress monitoring process easier.

For document with vendor origin submission details has to be updated.

130 Submission Details
Submission Details that has to be updated are displayed here.
The Summary page is displayed by default when the document details
window is opened. The Summary page gives you an at-a-glance view of
131 Summary
the status of a document and information on attachments added to the
document.
132 Target Completion Date Date on which the task has to be completed is displayed here.
133 Target Progress The intended progress of the task is displayed here.
Task access resources are those with "Edit WBS permission." Task
134 Task Access Resources access resources are assigned while creating a new project. Only the
task access resources are able to edit the WBS.
135 Task Genealogy This is the genealogy or folder under which a task is saved.
136 Task History Old revisions of the task is displayed here.
137 Task Name This is the name assigned to the task for the purpose of identification.

In the properties page under different panes, entire information

related to the selected document is available. Properties can be edited
or modified. The document details window is separated into different
138 Task Properties panes and different properties are grouped under these panes.
Different panes in the document details and properties grouped under
these panes are described in this section. The panes can be expanded
and closed.
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WRENCH Abbreviation
SL No Abbreviation Descriptions
Task resources are resources readily available for a task selected from
various departments in the organization. A task duration can be
139 Task Resources
defined for each resource. The total of the task duration of each
resource is displayed as budgeted duration.

Details of the template that is being mapped is displayed here.

140 Template Details
Following are the template details that are displayed here.

You can easily change the overall appearance of different elements in

WRENCH by changing the color scheme. You can pick the colour of your
141 Themes choice and add a little flair to the appearance of different menus, texts
and buttons in the application. You can replace the existing color using
a color picker.
Time log entry can be for normal working hours or overtime. You can
142 Timeline specify whether your work is carried out in normal working hours or
overtime here.
Engineering deliverables such as shop drawings and method
statements need to undergo review and approval before it is finalized.
143 Transmittal
Drawings are submitted to client and consultants for approval through
submittals. Once their comments are incorporated, they send it back.

After checking out a document and editing it, you may need to cancel
the changes made. You can use "Undo Checkout" option to cancel the
144 Undo Check Out changes made after checking out a document. The edited file is
removed and the file on the server will be retained so that the original
remains without any changes.

Different document properties can be updated from here. On clicking

145 Update
Update a pop-menu containing the following options are displayed.
update checklist for multiple document , if the checklist are same for
146 Update checklist
all.
160 Update Client Comment For attaching the clioent comment and putting the approval code.
147 Update Drawing Template Map the fields in wrench to Autocad template.
160 Update Internal Status Code For updating the status code used internally.
148 Update Template Map the fields in wrench to the template (Excel or Word).
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Update Interim Percentage is used to add an interim percentage
between the earned percentage and anticipated progress percentage
for the next milestone defined in the rule set window. When you
achieve one rule of credit and is heading to achieve the next rule of
149 Updating Interim Progress
credit stage, you might enter and update the progress percentage in
between these rule of credits. An interim stage can be defined as a
manual rule in order to show the percentage completion as to the
actual completion date.

Instead of checking out the document, editing it and checking in the

document; the document can be replaced with the latest document.
While replacing an open or read only document the system returns a
150 Upload
message asking for the confirmation of the operation. On confirmation
the document is replaced with the uploaded last saved version of the
document.
Sometime a document may be used with a Project, Task, Transmittal
151 Usage and Correspondence. On selecting the Usage Information, all these
details can be viewed.