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
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
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
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
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
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
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
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
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
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