Tag Archive: Documents

An Issue document chronicles any problems or situations that may arise during a project. A project can have multiple Issue…
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Issue documents can be creating at any time during the project’s life cycle. To create an Issue document: From the…
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RFI documents track your requests for information throughout the project. RFIs can lead to Customer Change Order documents when the…
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You can create RFIs at any time during the project’s life cycle. To create an RFI document: From the Project…
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A Customer Proposed CO (Change Order) document contains one or more proposed changes to the Project Contract. The Change Item…
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Customer Proposed CO documents can be created at any time. There are two ways to create a Customer Proposed CO:…
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The Change Item Register is the master list of all Change Items for a project. You can open the Change…
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Customer Change Orders are used to track changes to the project’s revenue and expenses. Customer Change Order documents cannot be…
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You can create a Customer Change Order document at any time after the Project Setup’s Status has been set to…
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Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode. Forecast documents…
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