Change Order Generation from Project Issue

Welcome to the demo of Change Order Generation from Project Issue in Oracle Project Management within Oracle's Fusion Cloud ERP.

The features allows you to create a change order from the details captured in a project issue without redundant data entry by leveraging generative AI.

Addressing critical project issues through change management is essential for project legal and profitability risk mitigation. Project Managers must meticulously capture extensive details of the change including the description, justification, reason, estimated amount of impact on the costs and billing amounts as it impacts the contract terms.

The outcome of the Change Order Generation from Project Issue feature is that there is significant reduction in time spent in creating a change order by the project manager which frees up time for strategic activities.

This demo shows you how Change Order Generation from Project Issue enhances your business.

I as a project manager start my day by looking at the set of issues logged from the Manage Project Issues page. This gives me a pulse of the status of the project and quick resolution of these ensures my project is on track.

I click on an issue to get more details. Once I am in the issue details page, I can see that the customer is asking for a skylight in the main lobby. This request is coming after most of the design work is already completed. To meet this requirement, I need to raise a change order as there is significant impact to the project budgets and timelines.

I now click the Initiate Change Order button.

In the Initiate Change Order dialog, I now click the Generate button.

I can see the preview of the change order that was generated based on the information that is available in the issue details.

I would like to add additional details in the change order so that all information necessary for approvals is available. I enter that we need to revise the designs. It will cost us $12000 to revise the designs, and we will recover $15000 from the client.

I click Regenerate which will generate another draft of the change order.

I am happy with the content generated and will proceed by clicking Create and Review.

I am now in the Edit change order page where I can review the change order created and make any minor corrections if necessary.

I now click Impact assessment tab to look the change impacts created.

I click on the impact and review the impact details captured. The details are accurate with the right task and resource automatically defaulted. The change order now has all the information and I can now submit for approvals.

Once approved, the budget can also be easily updated with automatic implementation of this change order.

This completes the demo. Thank you.