Change Order-Specific Capabilities

The following capabilities assume that the user has been given access/edit rights to the documents and sections in question. See Document Update Rights and General Document Capabilities.

DOC | Post Expenses (RI)

  • R is a required permission for this capability.
  • I allows the user to post expenses.

DOC | Post Revenue (RI)

  • R is a required permission for this capability.
  • I allows the user to post revenue.

PAGE | Select/Designate target SOV Line for Change Item (R)

  • R allows the user to designate where Change Items will be listed in the SOV workbook.

DOC | Change Order Linking (RIS)

  • R is a required permission for this capability.
  • I allows the user to create a CCO, Commitment or RFQ document from the Budget Entries window.
  • S allows the user to break an RFQ out of a Change Order workflow and create an independent CCO or Commitment from the RFQ.

PAGE | Document Save Confirmation (everyone) (R)

  • R allows the user to confirm saving of CCOs when posting expenses on a Change Order.

DOC | Permissions for any item on the document (RUDS)

  • R allows the user to view Change Items on the document (in grid view only) even if not a Collaborator and even if the document is closed.
  • U + D allow the user to delete Change Items even if not a Collaborator.
  • U + S allow the user to update Change Items even if not a Collaborator.
  • S allows the user to expand Change Items even if not a Collaborator and even if the document is closed. Note: this permission is required in order to expand budget entries on a CI tab once the document is closed.