Purpose
You can use the Potential Changes business process record to consolidate potential changes that can affect your budget. The line items are consolidated in the Budget Change Request tab.
Business process characteristics
This is a project-level, cost-type business process with line items and workflow. This business process auto creates a Change Orders BP and a Risks and Issues BP if you have associated risks or issues. An individual help file is available for this business process.
This business process can be auto created by RFI initiated by a contractor or subcontractor.
Record Statuses
- Pending, a non-terminal status.
- Approved, a terminal status Rejected, a terminal status.
- Canceled, a terminal status.
Groups associated with this business process
- Creation: Project Coordinators and Project Manager
- ID of Impacted Contracts: Project coordinators. All project Users can be copied.
- Subcontractors Quotes Review: Project coordinators and Project Managers. All project Users can be copied.
- Budget Change Request Prep: Project Managers. All project Users can be copied.
- Owner Review: Customer. All project Users can be copied.
Relationships associated with this business process
- The creator must select a contract record.
- The business process auto-populates vendor information from the Budget Items record.