KBA-01732: Adding CI Budget Entries from an Import WorkbookKBA-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 the instructions to use this feature? Answer: On your Change

KBA-01731: Awarding RFQs from the Change Order’s Budget EntriesKBA-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 way to award that RFQ (i.e., change the status to

KBA-01729: Adding Existing Items from Register onto a Change OrderKBA-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 from the Register onto my Change Order document? Answer: Open

Opening and Entering CI Budget EntriesOpening and Entering CI Budget Entries

Request: Can it be easier to enter an existing RFQ row on my Change Item (CI) Budget Entries? Also, once I have Budget Entries for the Change Item, could I

Creating and Approving a Vendor CCO DocumentCreating and Approving a Vendor CCO Document

You can create a Vendor CCO document at any time after the corresponding Vendor Commitment’s status has been set to Committed. A project (and a Vendor Commitment) can have multiple

KBA-01667: Register Now Exclusive to Another UserKBA-01667: Register Now Exclusive to Another User

Question: When I tried to save a new Item on my Change Order document, I got a message Cannot add now: register now exclusive to another user….try saving again. What

KBA-01654: Change Items and SOV Line ItemsKBA-01654: Change Items and SOV Line Items

Purpose & Scope: There is a fair amount of flexibility when it comes to how Change Items (on a Change Order) appear on the corresponding SOV worksheet.  Possible options are

Project CO LogProject CO Log

This report lists the Change Orders for your projects. Change Orders that are In Process are not included. Note: although the image above does not show the Output drop-down, you

Change Order Detail ReportChange Order Detail Report

This report lists Change Orders. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters Project – the

KBA-01628: Setup for Change Item Budget Entry Import from ExcelKBA-01628: Setup for Change Item Budget Entry Import from Excel

Question: How do I set things up to be able to import Budget Entries for a Change Item from a Microsoft Excel Workbook? Answer: Lots of setup is required, but if you