Change Orders
Change orders are used to record, communicate, and track the impact of proposed project or nonproject changes.
If you implemented Project Financial Management, you can assess the change order impact on the baseline project budget and then automatically adjust the budget when the change is approved. For example, record a change for a specific task and resource and view the overall impact on the project budget. Upon stakeholder approval, implement these adjustments to the project budget automatically.
Here's your navigation to the Manage Change Orders page:
- Start from your work area:
- Project managers open the Manage Project Plan page.
- Team members open the My Work work area.
- Project administrators select a project in the Project Financial Management work area.
-
Open the Task panel tab and click Manage Change Orders.
- Use the Show list to filter change orders:
- Requiring attention
- Ready for next stage: All participants of a change order stage completed their tasks. (Excludes closed, canceled, completed statuses.)
- Pending implementation: Change orders with detailed budget impacts are in the approved status
- Completed
- Canceled
- All
Project managers can generate a change order from an issue using Oracle AI. They can also associate a task with a change order to efficiently track tasks and analyze change orders. Keep in mind that you can't delete a task that's associated with a change order.
User Responsibilities
Project managers, project administrators, and team members can have the following user responsibilities.
User |
Responsibilities |
---|---|
Creator |
Creates the change order and names the owner. |
Owner |
|
Project Manager, Project Administrator | Can change the owner of the change order. |
Participant |
Performs the assigned tasks. For example, the Reviewer reviews the change order and adds review comments and uploads attachments. An Implementor submits the change order for implementation. |
Approver |
Updates the progress and provides approval comments. |
Stages and Statuses
Owners can control the progress of a change order throughout its lifecycle and change its stages. You can skip all stages except the Approval stage if an approver is added. The status of a change order automatically changes based on its stage.
Here's a table that contains the status, key owner and participant responsibilities, and next available action for each stage of a change order.
-
You can move to a stage only if participants are defined for that stage.
-
If you skip a stage, all defined participants for that stage will be removed.
Change Order Stage |
Change Order Status |
Description |
Available Actions |
---|---|---|---|
Create |
Draft |
|
For change owner:
|
Impact Analysis |
In Progress |
|
For assessors:
|
Review |
In Progress |
|
For reviewers:
|
Approval |
In Progress |
|
For approvers:
|
Approval |
Approved |
Stage and status after all Approvers approve the change order. |
For change owner:
|
Approval |
Rejected |
|
For change owner:
|
Implementation |
Approved |
|
For implementor:
|
Close |
Completed |
Stage and status after the owner closes the change order. |
For change owner: Close change order |
Cancel |
Canceled |
|
For change owner: Cancel change order |