In this step, you can list contracts that this potential change impacts. This will be the first step in your workflow if this record was auto created by the Subcontractor Requests for Information BP. To route this record:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on the Approval step.
- You can add Task Notes for the next step, but you cannot view previous Task Notes.
- If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- Select the task you want to work with, and click
- 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 5 to 6 to add additional contracts.
- Select the Related Issues tab and click Add to create a new issue or add an existing issue.
- Click Workflow Actions and select Subcontractor Quotes.
- 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 to the next step.
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. |