You can create a change order to modify the commitment of pricing, scope of work, terms, and conditions for a project.
If required, you can select internal users who should review the change management record. Reviewers should use the steps outlined in the topic to review an owner change order.- If you haven't already done so, set up your document management defaults.
Note: You can use document routing only if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
- If you haven't already done so, set up your document management types, including CMR change reasons and owner co types.
- If you haven't already done so, set up your document routing distribution groups.
- On the Enter Change Management Record screen, enter the details of the changes to the project.
- Print the change order proposal to send it to the customer for approval.
- Select the users and/or the document routing distribution group that will review the change management record.
- If needed, contact the reviewers to advise them to review the change management record.
- On the View Tasks screen, periodically view the status of the document routing for the change management record to monitor the review process.
- Modify the change management record to change the CMR stage that allows the creation of an owner change order.
- On the Enter Owner Change Order, enter the details for the owner change order to update or create a new project billing setup based on project change order requests.
- Select the users and/or the document routing distribution group that will review the owner change order.
- If needed, contact the reviewers to advise them to review the owner change order.
- Periodically view the status of the document routing for the owner change order to monitor the review process.
