Creating a Potential Changes Record

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.
1. Click To... The User/Groups picker opens and displays a list of available task recipients.
2. Select the user or group who will receive the task.
3. Click Add.
4. 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.
5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's 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.