KBA-01733: Creating RFQs from Project Commitments on CI Budget Entries
Question: I’ve heard that there is a workflow for when a Change Order requires potential changes to several of my…
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Author Archive: Soni York
KBA-01734: Creating Approved CCOs When Posting Change Order Expenses
Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award…
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KBA-01735: Posting Change Order Expenses and Revenue
Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on…
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KBA-01737: Configuring Rules for Change Order Workflows
Question: What rules are involved in best practices of Change Order workflows? Answer: There are several rules, established through the…
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KBA-01736: Adding Allocations to CI Budget Entries
Question: We have allocations set up for our Change Items. How do I add those allocations to the Budget Entries?…
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April 2018 – Taking Advantage of Templates
Open Google Slides of this Presentation View Recording of this Presentation Taking Advantage of Templates Sure, we set you up…
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KBA-01732: Adding CI Budget Entries from an Import Workbook
Question: We’ve set things up as indicated in KBA-01628: Setup for Change Item Budget Entry Import from Excel. What are…
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KBA-01731: Awarding RFQs from the Change Order’s Budget Entries
Question: On my Change Order, I entered an RFQ-type budget entry for my Change Item. I understand there is a…
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KBA-01729: Adding Existing Items from Register onto a Change Order
Question: We use the Change Item Register to track all our possible changes. How can I get a Change Item…
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KBA-01727: Sending and Not Sending Files to the Cloud
Question: We are set up for cloud storage integration and I want to sync some files with my cloud drive….
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