You can create RFIs at any time during the project’s life cycle. To create an RFI document: From the Project Dashboard, select RFI from the Documents list, and click Add.
You can create RFIs at any time during the project’s life cycle. To create an RFI document: From the Project Dashboard, select RFI from the Documents list, and click Add.
A Customer Proposed CO (Change Order) document contains one or more proposed changes to the Project Contract. The Change Item Register is the master list of all Change Items (Items
Customer Proposed CO documents can be created at any time. There are two ways to create a Customer Proposed CO: From a saved RFI – use this method when you
The Change Item Register is the master list of all Change Items for a project. You can open the Change Item Register after adding at least one Item to a
Customer Change Orders are used to track changes to the project’s revenue and expenses. Customer Change Order documents cannot be created until the Project Setup is Committed. If you try
You can create a Customer Change Order document at any time after the Project Setup’s Status has been set to Committed. A project can have multiple Customer Change Orders, and
Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode. Forecast documents and corresponding BFA workbooks require the project to have an
Once a project has an approved budget, a Forecast document can be created at any point during the project’s life cycle. To create a Forecast document: From the Project Dashboard,
Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project budget costs over financial periods representing the life of the
Once a project has an approved budget, Period Distribution documents can be created at any point during the project’s life cycle. Note: In V23, the Period Distribution Doc type was