Log a Received Change Order dialog box

Use this dialog box to log a new change order that you have received.

To

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

Project Center uses the To field  to send reminders about the change order. If you are logging a change order that you received via email and it has multiple change orders that apply to multiple projects, make sure to only include team members who are on the project you are logging the change order 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 change order. You can also type email addresses directly in this field. If you are logging this change order 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 change order.

ID

The ID number for the change order. You can edit it if needed.

Sender ID

Enter the number the contractor gave to the change order.

Contract Information

Contract

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

To Company

Click to open the Choose a Project Team Member dialog box to select the contact to whom the change order is being sent.

From Company

Click to open the Choose a Project Team Member dialog box to select the contact who is creating the change order.

Contract Type

Displays the contract type of the contract selected in the Contract field.

Discipline

Click to open the Choose Discipline dialog box to apply disciplines to the change order.

Change Order Dates

Due Date

The date by which the contact who received the change order needs to complete it.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the change order. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

Received

The date the change order was received.

Change Order Date

To enter the date the change order was issued, mark the checkbox, then select a date.

Date Executed

To enter the date the change order is signed off on and agreed to, mark the checkbox, then select a date.

Received Via

The delivery method by which the change order was received. Select the appropriate method from the drop-down list.

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 change order.

Form Template

Select the form template to use as the basis for the Change Order form and the PDF file that is created when the change order is finalized.

Purpose

Select the purpose of the change order from the drop-down list.

Reasons

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

Executed Change Order

A scanned copy of the scanned, fully signed executed change order. Click the button to browse to and select the file.

Schedule of Values tab/Scope tab/Contract Docs tab/Preview tab/Description of Contents tab/Email Log tab/Supporting Documents tab/Related Items tab/Change Log tab

Refer to the Create a Change Order 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 change order.

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 change order.

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 change order to another contact, close it,  or to respond to the sender after filing the change order.

• Choosing Close opens the Close Change Order dialog box.

• Choosing Forward opens the Forward Change Order dialog box.

• Choosing Respond and Close opens the Respond to Change Order and Close dialog box.

• Choosing Send and Close opens the Send and Close Change Order dialog box.

OK

Click to log the change order.

To access this dialog box

Click New Change Order > Log a Received Change Order from the Tasks panel of the Change Orders activity center.