Add Multiple Commitment Documents to the Change Management Document

Contents

Using the Change Management module, you can add multiple commitment documents from companies that have committed contracts to the Estimated phase.

1. Expand Contract Information in the Project View and click Change Management to open the Change Management Log Window.
2. Open the Change Management document and click the Commitments tab.
3. Click Add to add a commitment row.
4. In the Add Commitment Row dialog box, select a row and click OK.

   Note: The options that are enabled depend on how the Change Management function was set up on the Project Settings Dialog Box.

5. Click Add Multiple Estimates. The Add Multiple Estimates dialog box will open.
6. Click Select From to open the Select Contact Dialog Box to choose the From contact.
7. Contract Management supplies the Change Date (today’s date), the Required Date (today’s date plus seven days), and carries the Title and the Description from the change management document.
8. Click Add Companies to open the Select Companies Dialog Box and select companies. Contract Management displays all companies that have committed contracts or purchase orders.
9. Click Finish to add the estimates. Contract Management creates a commitment row for each contract/purchase order you selected.