Log a Received Construction Change Directive dialog box

6 minutes
10 months ago

Log a Received Construction Change Directive dialog box

Use this dialog box to create a new construction change directive.

To

Click to open the Choose Project Team Members dialog box to select the project team members the construction change directive was sent to. You can also type email addresses directly in this field.

Project Center uses the To field  to send reminders about the construction change directive. If you are logging a construction change directive that you received via email and it has multiple construction change directives that apply to multiple projects, make sure to only include team members who are on the project you are logging the construction change directive for. Otherwise, reminders will be sent to team members on other projects.

From

Click to open the Choose a Project Team Member dialog box to select the contact who sent the construction change directive. You can also type email addresses directly in this field. If you are logging this construction change directive from an Info Exchange file transfer or an email message, the contact who sent it is automatically entered in this field.

Subject

Enter the subject of the construction change directive.

Purpose

Select the purpose of the construction change directive from the drop-down list.

Received

The date the construction change directive was received.

Initiated By

Click to open the Choose a Project Team Member dialog box to select the contact who requested or authorized the document change.

Responsible

Click to open the Choose a Project Team Member dialog box to select the contact who was responsible for the change resulting in the construction change directive.

Reasons

Click to open the Choose Reasons dialog box to select reasons for the construction change directive.

ID

Enter an ID for the construction change directive.

Sender ID

Enter the number the contractor gave to the construction change directive.

Received Via

Select the method in which this construction change directive was received from the drop-down list.

COP Status

Select whether or not the construction change directive’s change order proposal was received (or closed).

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the construction change directive.

Contract

Click to open the Choose Contract dialog box to select the contract the construction change directive is associated with.

CCD Details

Contract Sum

Select the proposed basis of adjustment to the contract for the changes identified in the construction change directive. Provide additional information for the sum type in the Sum Description field. For example, for a Contract Sum of Unit Price of, add the dollar amount per unit in the Sum Description field.

Sum Description

Enter any additional details for the contract sum type, providing unit price, lump sum amount, etc.

Contract Time (in Days)

Enter the agreed upon amount of time that the contract will change; it can be a positive or negative number.


Remarks tab

Enter detailed comments in this field.

Internal Notes

Enter any personal notes in this field.

Internal notes are not sent in email notifications, and do not appear in forms, but they are tracked in the Remarks Summary tab of the Construction Change Directive activity center.

 

Received Files tab

Add any electronic files that were sent with the construction change directive in this tab. The files may be from a CD, DVD, or other media.

Add Files

Click to open the Add Files dialog box to locate and attach a file to the construction change directive.

Add Folder

Click to open the Select Folder dialog box to add a folder and all of its contents to the construction change directive.

Remove

Click to remove the selected file from the construction change directive.

Name

The name of the file.

Type

The file’s type.

Size

The file’s size.

Date Modified

The date the file was last modified.

Path

The full path to the location of the file.

Keywords

Any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. applied to the file.

 

Save Record Copy in

When you file an construction change directive, a record copy of it is saved in this location as a .ZIP file. You can enter a new location.

 

Refer to the Forward Construction Change Directive for Review dialog box for a description of these tabs.


Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the construction change directive.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the construction change directive.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the construction change directive to another contact, close it,  or to respond to the sender after filing the construction change directive.

OK

Click to log the construction change directive.

 

To access this dialog box

Click New Construction Change Directive > Log a Received Construction Change Directive from the Tasks panel of the Construction Change Directives activity center.