To create a Potential Changes record:
- Go to your project. Ensure that you are in the User mode.
- Expand the Change Management node.
- Select Potential Changes.
- From the BP log page, click Create.Complete the form according to the Upper form table below. You must complete all required fields. You can save the form as a draft at any time. Unifier stores the draft in the Drafts folder.
- Select the Impacted Contracts tab in the lower form and click Add to list the contracts that this potentials change affects.
- Refer to the table below to complete the required fields in the line items form and click OK.
- Repeat steps 6 to 7 to add additional contracts.
- Select the Related Issues tab and click Add to create a new issue or add an existing issue.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications.
- Click Send to route the record. Unifier displays a message stating that the record has been submitted successfully.
In this field | Do this | ||
|---|---|---|---|
Change Title /Name * | This is a required field. Enter a title or name for this form. | ||
Description* | This is not a required field. Enter description of the change | ||
Potential Cost Impact? | This is not a required field. If the change will have any potential cost related impacted select the appropriate value from the pull down list. | ||
Estimated Cost | This is not a required field. Enter cost amount that would get impacted. | ||
RFI-Contractor Record # | If this record was created from the RFI Contractor BP, this field displays the associated RFI Contractor record number as a hyperlink. Clicking the record number opens that RFI record. | ||
RFI-Subcontractor Record # | If this record was created from the RFI Contractor BP from the RFI subcontractor BP, this field displays the associated RFI subcontractor record number as a hyperlink. Clicking the record number opens that RFI record. | ||
Record Number | This is read-only field. It shows the record number. | ||
Status | This is a read-only field. It displays the status of the current record. | ||
Creation Date | This is a read-only field. It displays the date the record was created. | ||
Creator | This is a hyperlink. This field gets populated with the name of the person who creates this record. | ||
P6 Activity | Select a P6 activity to associate with this change. | ||
P6 Planned Cost | This is a read-only field. | ||
P6 Planned Start | This is a read-only field. | ||
P6 Planned Finish | This is a read-only field. | ||
Impacted Contracts Line Items
In this field | Do this |
|---|---|
Contract * | This is a required field. Select the Contract from the Contracts – Committed window that needs to be associated with this change management |
Vendor Name | This is a read-only field. It auto-populated with the selected contract’s title/description. |
Contract Number | This is a read-only filed. It auto-populated with the selected contract’s contract number. |
Contract Main Contact* | Select a name from the drop-down list. |
Short Description * | This is not a required field. It auto-populates with the Change Title, you can however, if you like, replace the text with something else. |
P6 Activity | Select a P6 activity to associate with this change. |
P6 Planned Cost | This is a read-only field. |
P6 Planned Start | This is a read-only field. |
P6 Planned Finish | This is a read-only field. |
Related Issues Line Items
In this field | Do this |
|---|---|
Selected Issue # | Click Select… to select an existing issue to associate with this record. |
Create new issue? | If you want to create a new issue, select the appropriate value from the pull down list. |
Issue Title / Short Description | If you selected an existing issue (from the Selected Issue#) this field displays the title /short description of that selected issue. If you want to create a new issue, enter a title or short description for the new issue. |
Issue Details | If you selected an existing issue (from the Selected Issue#) this field displays the issue detail of that selected issue. If you want to create a new issue, enter an issue detail for the new issue. |
Short Description | This is a read only field. It is auto-populated with the title field on the upper form. |
New Issue Record # | This is a read-only field. Once an issue is created it displays the new issue record number as a hyperlink. Clicking the hyperlink opens the issue record in a new window. |