PIMS User Guides

Setup and Configuration

When configuring the cost change module you have two options:

The Pims Administrator will have to make this configuration. If option one is selected, you will also need to specify what action the different types of categories should trigger. This is done in the Setup screen:

Figure 1: Change Management Setup Form

Column Description
Category The category field can be defined for each installation, but will typically at least include:
  • Design Changes
  • Design Development
Description Description of the Category
Generate WorkPack Estimates When Approved If Pims is configured to automatically populate the estimate register, and this is checked, estimate items for changes of the selected category will be copied to the current estimate (and update the CCE value)
Generate WorkPack New Estimates When Approved If Pims is configured to automatically populate the estimate register, and this is checked, estimate items for changes of the selected category will be copied to the new estimate.

Classifications

Figure 2: Classifications Tab

The classification can be used to further identify the Change. A description field is available to further explain the classifications.

Areas

Figure 3: Areas Tab

Areas can be used to define what area the change is tied to. The Area field is optional when registering a change. Depending on the configuration, the Area field may not be used at all.

A Change can be related to one or more “Areas”. An area in this context is typically not only a physical area, but can also be e.g. “Project Control”, “Procurement” etc. The available Areas are defined pr. project.

Default Approvers

Figure 4: Default Approvers Tab

A list of default approvers for a change can be registered. All new changes registered will add the default approvers.

Column Description
Approver Pick-list from available team members
Decision Required A change can not be approved unless all approvers with “Decision Required” checked, have approved the change.