Generate a Change Order from a Project Issue

You can generate a change order from a project issue using Oracle AI.

Project team members create issues as needed, which are then reviewed by the project manager. If a change order is required, the project manager can generate it directly from the information in the issue and refine the generated draft before saving..

Providing sufficient detail in the Initiate Change Order dialog box helps improve the generated result.

1. In the Project Management work area, open an issue.
2. Click Initiate Change Order.
3. Review the generated change order and update the details as needed.
4. Provide additional details and click Regenerate until the draft meets your requirements.
5. Click Save.

Results:

The change order includes budget and forecast impact, and it includes detailed impacts if there's a baseline budget version.

After you save the change order, you can generate a summary for the change order. Review the summary and regenerate it as needed after updating the change order details. The summary can also appear in approval notifications for reviewers and approvers.

Note: Each time you click Regenerate, the application creates a revised version of the entire draft change order. It doesn't update only selected sections.