Purpose
You can use the Budget Change Order business process to make formal commitment changes to a Budget Items record. The line items are consolidated from the Potential Changes business process records. Upon approval, the Budget Items SOV and the Project cost sheet are updated.
Groups associated with this business process
- Creation: Project Coordinators
- Internal Review: Project Manager, All Project Users group can be copied.
- Owner Review: Customer, All Project Users group can be copied.
- Revision: Project Coordinators, All Project Users group can be copied.
Record Statuses
- Pending, a non-terminal status.
- Approved, a terminal status.
- Canceled, a terminal status.
Relationships associated with this business process
- The creator must select a Budget Items record.
- The business process auto-populates vendor information from the Budget Item vendor selection.
Additional Information
- The Budget Items-SOV becomes available upon association with a contract during record creation.
- Enabled for integration.
- Enabled for publish path.
Files attached to base products business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.