This procedure is for change orders created independently (not in Change Management). If you created change orders in Change Management, the collect changes function is not available.
To add change orders outside of Change Management and collect changes, you must select the Enable document creation outside of change management option on the Change Management tab of the Project Settings Dialog Box. Change orders added outside of Change Management cannot be created until you have collected at least one change order or proposal document (using Collect from Changes on the Line Items tab).
The change order or proposal:
Must be associated with the same contract or purchase order.
Must not have been collected into another change order.
Must not have a status of Closed, Disapproved, Not Applicable, or Rejected. Additionally, change orders cannot have a status of Approved.
To collect changes into a change order:
From the Change Orders Log Window, open the Change Order Document Window in Edit mode into which you want to collect changes.
Click the Line Items tab.
Click Collect from Changes to open the Collect Changes Dialog Box.
Select the options next to the changes you want to collect, and then click Next.
Click Yes or No to choose whether to link the new document to the same issues as the original.
Click Yes or No to choose whether to link the new document to the same attachments as the original.
Click Yes or No to choose whether to append the current document markup from the collected documents. If Yes, this appends the markup from the collected documents to the bottom of the current document markup.
