Initiate Change Management from Other Document Types

Contents

Although you can initiate Change Management by expanding the Contract Information folder in the Project View and choosing Change Management, it is more typical to initiate it from other document types. For example, if you use Request for Information (RFI) documents and receive an unexpected answer requiring a change, you can initiate Change Management directly from the RFI to create the change. Change Management can be initiated from the following document windows:

• Contracts
• Daily Reports
• Issues
• Meeting Minutes
• Notepads
• Noncompliance Notices
• Notices
• Punch Lists
• Purchase Orders
• Requests for Information (RFI)
• Trends

To initiate Change Management:

1. Open the relevant document log window.
2. From the Select an action drop-down list, choose Initiate CM.
3. Enter the information about the change in the Change Management Document Window. See the General tab of the Add a Change Management Document help topic.