Information Copied From RFI to (Proposed) COInformation Copied From RFI to (Proposed) CO

Did You Know? When you create a Change Order or a Proposed CO document from an RFI document, certain information is passed along to, and used by, the Change Order

KBA-01747: Merge Vendor CCOKBA-01747: Merge Vendor CCO

Question: How can I combine several CCOs for specific Commitments into combined CCOs so I can process just one amended contract agreement per vendor? Answer: Starting with V2019, you can

Change Order ManagementChange Order Management

Several of Spitfire’s Doc types work closely together when you need to make changes to your project. RFI (Request for Information), Proposed CO (Proposed Change Order), CO (Change Order), RFQ

KBA-01728: Adding a New Item on the CI Tab of a Change OrderKBA-01728: Adding a New Item on the CI Tab of a Change Order

Question: Our project is underway and I need to make a change to it. How do I add my change to the Change Order document? Answer: On a new or

KBA-01730: Adding Budget Entry Rows to a Change ItemKBA-01730: Adding Budget Entry Rows to a Change Item

Question: I have a Change Item on a Change Order document. How do I enter revenue and expense amounts for this Item? Answer: There are two ways to enter budget

KBA-01733: Creating RFQs from Project Commitments on CI Budget EntriesKBA-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 Commitments—that there is way to set up the Budget Entries

KBA-01734: Creating Approved CCOs When Posting Change Order ExpensesKBA-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 RFQs to change them to CCOs and then I go

KBA-01735: Posting Change Order Expenses and RevenueKBA-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 my Change Order? How do I post the revenue on

KBA-01737: Configuring Rules for Change Order WorkflowsKBA-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 Rules Maintenance tool on the System Admin Dashboard, that can

KBA-01736: Adding Allocations to CI Budget EntriesKBA-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? Answer: Open the Budget Entries for your Change Item (on