Figure 5: Changes Form
To register a new change, open the “Changes” form, and add a new record.
|Change Number||A unique alphanumeric number uniquely identifying the change|
|Status||The Status for the change:
|Title||The Title of the change|
|Category||The categorization of the change. See the Setup & Configuration section above for explanation|
|Classification||The classification of the change. See the Setup & Configuration section above for explanation|
|Prepared By||The Team Member that prepared the change|
|Owner||The Team Member that is considered the Owner of the change|
|MTO Received||When the MTO (material take-off) for the change was received|
|Estimated||When the estimate for the change was prepared|
|Proposal No||A reference to the change proposal number|
|Comments||Comments to the selected change|
More detailed description, including the reason for the change, can be registered in the Description tab page.
The cost impact of the change is registered in the “Estimate” tab page. Each estimate line needs to be related to a work package. It is also possible to identify what Work package the funds should be transferred from. If the funds should be transferred from the Contingency, choose one of the Work Packages defined as contingency work package. Read more about Contingency in the next section.
Figure 6: Estimate Tab
It is also possible to attach files (e.g. Excel spreadsheets, PDF documents) to further document the change. This is done in the “Attachments” tab page.
Schedule, Cost and Other Impact, as well as affected Areas are registered in this tab page.
Figure 7: Impact Tab in the Changes Form
The Approvers of the change and their decisions can be registered in the Approval/Rejection tab. Note that it does not contain an automatic workflow concept. If desired, this will need to be configured separately.
In the Contract Cost Elements tab page, the cost impact on the Contracts is shown. To relate a contract cost element (e.g. a variation order) to a cost change, enter the change reference number in the Cost Breakdown of the Contracts form (in the Contract Management module):
Figure 8: Contract Cost Elements Tab in the Changes Form
The cost information from the contract register can be used to populate the estimate for the change. To do that, click the “Prepare Estimate Based on Contracts” button in the toolbar. Actions related to the selected Change can be registered in the Actions tab page:
Figure 9: Actions Tab in the Changes Form
All actions need to have Responsible person and a Status.