How does Spitfire determine the Contract line for Change Items?
Can I establish a default Contract line for all my Change Items?
The Contract line on a Change Item determines which line in the Project Contract/Project Setup will reflect any additional revenue associated with the change. Many sites use a single line in most or all projects to hold revenue from any Change Items, for example, ‘Project Changes‘ or ‘Approved Changes‘. Spitfire will initialize the Contract Line for new Change Items by looking at the ProjectConfig | COContractLine rule (found in Rules Maintenance on the System Admin Dashboard). If this rule does not exist, and the Project Contract/Project Setup has only a single item, then that line will be used.The value of this rule can include limited substitution values. Using these substitutions allows changes to post to various lines on the Project Contract/Project Setup document.
- $CONUM – Is replaced by the CO document number. For example, Change Order $CONUM.
- $CONAME – Is replaced by the CO document title. For example, $CONUM – $CONAME.
- $CINUM – Is replaced by the Change Item number. For example, Change Item $CINUM.
- $CINAME – Is replaced by the Change Item name.
Substitutions can be combined: for example ‘Item $CINUM on $CONAME‘. Using a $CI replacement will generally result in a new item on the Project Contract/Project Setup for every committed Change Item. Using a $CO replacement will generally result in a new item on the Project Contract/Project Setup for every committed Change Order (aggregating any Change Items on that Change Order).
If the line specified by the COContractLine rule does not include any substitutions and does not yet exist, it will be appended when the first billable Change Item is added. If the DocItemConfig | DefaultBillable rule is true, this will automatically add this line when the Change Item is created. Otherwise the target line will be added when the Change Order is committed. Lines with a substitution are created when the Change Order is committed.
KBA-01308; Last updated: October 20, 2016 at 13:25 pm;