Change Order page

This page shows the details of the change order you selected from the Change Orders log.

This page is only available to Project Center (internal) users.

Change Order

Subject

The subject of the change order.

Due Date

The date by which the contact who received the change order needs to complete it.

Change Order Date

The date the change order was issued.

Date Executed

The date the change order was signed off on and agreed to.

Initiated By

The contact who requested or authorized the document change.

Reasons

The reason the change order was created.

Expected Date

The date the change order or a resumbitted change order is expected (for Expected change orders only).

Status

The status of the change order (Draft, Expected, Open, Closed).

ID

The ID number for the change order.

Sender ID

The number the contractor gave to the change order.

Discipline

The disciplines associated with the change order.

Contract

The contract the change order is associated with. Click the link to view the Contract page.

Contract Type

The contract type for the contract selected in the Contract field.

To Company

The contact to whom the change order was sent. Click to open the Contact Information dialog box.

From Company

The contact who created the change order.

Executed Change Order

A copy of the scanned, fully signed executed change order. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

 

Workflow tab

This tab lists the history of contract management workflow actions that have been taken on the current item.

Type

The type of action taken.

Action

The action required or taken. Select to open the corresponding item Action page to view the details of the action.

Date

The date the action was taken.

From

The contact who performed the action.

To

The recipient of the action.

Due Back

When a response to the action is due.

Remarks

Any additional remarks about the action.

 

Schedule of Values tab

This tab displays information about potential change order pricing items associated with the change order.

Item Number

The item number for the pricing item.

Potential Change Order Subject

The subject of the potential change order.

Item Description

The pricing item description.

Cost Code

Project cost code associated with the pricing item.

Approved Days

The number of days approved to be added to the contract.

Approved Amount

The pricing amount approved by the general contractor. The resulting change order is  based on this amount.

 

Contract Documents tab

This tab displays any record documents associated with the change order.

Number

The record document number.

Type

The type of record document.

Title

The title of the record document.

Revision

The revision number of the record document.

File

The file associated with the record document. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Revision Date

The creation date of the last record document revision.

Revision Description

The description of the last record document revision.

Email Log tab

This tab lists all email messages associated with the item.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

Supporting Documents tab

Displays the supporting documents for the item. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.

Name

The name of the file.

Type

The file type.

Upload Supporting Documents

Use this area to add supporting documents to the item.

This option is only available for internal (Project Center) users.

Add Files

Select to open the Choose File to Upload dialog box and select a file.

You can select multiple files using standard Windows Shift and Ctrl selection techniques.

Remove All Files

Select to remove all files selected for upload.

Drag-and-Drop Files Here

Drag and drop files directly from Windows to add them to the list of files to upload.

This option is only available if your browser supports the functionality.

Upload

Select to upload the files to the Supporting Documents tab.

Related Items tab

This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the current item.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

Change Log tab

Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Change Order page toolbar.

Change Orders

Click to return to the Change Orders log.

View Form

Click to open a printable version of this page.

 

To access this page

Click the subject of a change order from the Change Orders log.

If change orders are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

 

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