Purpose
You can use the Change Order business process to make a formal commitment change to a contract. You can see the change impact in the project's cost sheet. This business process is auto created by the Potential Changes business process.
Business process characteristics
This is a project-level, cost-type business process with line items and workflow. The Change Order business process uses the Payment Application schedule of values. An individual help file is available for this business process.
Record Statuses
- Awaiting_Quote, a non-terminal status
- Sent_for_Revision, a non-terminal status
- Rejected, a non-terminal status
- NTP_Issued, a non-terminal status
- Potential_CO, a non-terminal status.
- Declined_to_Respond, a non-terminal status
- Awaiting_Quote, a non-terminal status
- Clarification_Needed, a non-terminal status
- NTP_Acknowledged, a terminal status
- NTP_Accepted_Closed, a terminal status
- Canceled, a terminal status.
Groups associated with this business process
- Quote Preparation: Subcontractors. All Project Users can be copied.
- Clarification: Project Managers. All Project Users can be copied.
- Quote Revision: Subcontractors. All Project Users can be copied.
- Clarification: Subcontractors. All Project Users can be copied.
- Review: Project Managers. All Project Users can be copied.
- Scope and Price Definition: Project Coordinators. All Project Users can be copied.
- Subcontractor Review: Subcontractors. All Project Users can be copied.
- Revision: Subcontractors. All Project Users can be copied.
Relationships associated with this business process
This business process is auto created by the Potential Changes business process. It auto-populates vendor information from the contract (Budget Items) record.
Additional Information
- The Contracts-SOV becomes available upon association with a contract during record creation.
- The Change Order business process is enabled for integration.
- 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.