Log a Received Change Order Proposal dialog box

Use this dialog box to log a new change order proposal that you have received.

To

Click to open the Choose Project Team Members dialog box to select the project team members the change order proposal was sent to. You can also type email addresses directly in this field.

Project Center uses the To field  to send reminders about the change order proposal. If you are logging a change order proposal that you received via email and it has multiple change order proposals that apply to multiple projects, make sure to only include team members who are on the project you are logging the change order proposal for. Otherwise, reminders will be sent to team members on other projects.

From

Click to open the Choose a Project Team Member dialog box to select the contact who sent the change order proposal. You can also type email addresses directly in this field. If you are logging this change order proposal from an Info Exchange file transfer or an email message, the contact who sent it is automatically entered in this field.

Subject

Enter the subject of the contract.

Due Date

To enter a date a response is due back to the contact who sent the change order proposal, mark the checkbox, then select a date. The defaults are 10 and 3 business days, but you can enter a different value in the second drop-down list.

Received

The date the change order proposal was received.

Purpose

Select the purpose of the change order proposal from the drop-down list.

ID

Enter an ID for the change order proposal.

Sender ID

Enter the number the contractor gave to the change order proposal.

Received Via

Select the method in which this change order proposal was received from the drop-down list.

Proposed Totals

Proposed Total Amount

Enter the total amount for the change order proposal, either + or -.

Proposed Total Days

Enter the number of days the change order proposal would take, either + or -.

Reasons

Click to open the Choose Reasons dialog box to select reasons for the change order proposal.

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the change order proposal.

Contract

Click to open the Choose Contract dialog box to select the contract the change order proposal is associated with.

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Remarks tab

Enter detailed comments in this field.

Internal Notes

Enter any personal notes in this field.

Internal notes are not sent in email notifications, and do not appear in forms, but they are tracked in the Remarks Summary tab of the Change Order Proposals activity center.

 

Received Files tab

Add any electronic files that were sent with the change order proposal in this tab. The files may be from a CD, DVD, or other media.

Add Files	Click to open the Add Files dialog box to locate and attach a file to the change order proposal.
Add Folder	Click to open the Select Folder dialog box to add a folder and all of its contents to the change order proposal.
Remove	Click to remove the selected file from the change order proposal.

Name

The name of the file.

Type

The file's type.

Size

The file's size.

Date Modified

The date the file was last modified.

Path

The full path to the location of the file.

Keywords

Any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. applied to the file.

 

Save Record Copy in

When you file a change order proposal, a record copy of it is saved in this location as a .ZIP file. You can enter a new location.

 

Description of Contents tab/Email Log tab/Supporting Documents tab/Related Items tab/Change Log tab

Refer to the Forward Change Order Proposal for Review dialog box for a description of these tabs.

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Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the change order proposal.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the change order proposal.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the change order proposal to another contact, close it,  or to respond to the sender after filing the change order proposal.

• Choosing Close opens the Close Change Order Proposal dialog box.

• Choosing Forward for Review opens the Forward Change Order Proposal for Review dialog box.

• Choosing Respond and Close opens the Respond to Change Order Proposal and Close dialog box.

OK

Click to log the change order proposal.

 

To access this dialog box

Click New Change Order Proposal > Log a Received Change Order Proposal from the Tasks panel of the Change Order Proposals activity center.