Change Management uses a variety of documents which result from the Change Management workflow specified on the Change Management tab of the Project Settings Dialog Box. Change Management creates change documents, links them so they can be reported on individually or as part of a change estimate, and updates the appropriate portion of the Cost Worksheet Log Window as specified in the Project Settings dialog box.

From this window, you can look at the details of a Change Management document, or add a new document. You can also print a report or a form.

Links, Buttons, Icons, and Drop-Down Lists:

If Add Document, Print Report, and Print Preview do not appear on the left of the log window, you can use the Select an action list to choose which action you want to perform. To set the user preferences to display the following items, use the User Settings Dialog Box.

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Select an action

Click to display the list of actions you can perform on the current window.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Layout

Click to select a different layout for the log window.

Control Center

Click to return to the Workspace.

Columns:

Title

The name of the item.

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

Dated

The date on which the change process started.

Status

Select a valid status code from the drop-down list.

Selecting a status of Closed or Rejected does the following:

• Removes existing cost distributions from the cost worksheet (applies to included documents only).
• All documents generated from the Change Management document have a status of Rejected or Closed.
• When closed, all fields on the Change Management document and the underlying documents become read-only, except for status.
• For change orders, Approve and Save disappears - you can no longer approve the document. (You cannot approve a rejected/close document. The converse is also true - you cannot reject/close an approved document.)

Changing the status from Closed or Rejected to any other status does the following:

• The status of documents created from the Budget and Commitments tabs inherit the new status, and existing cost distributions for this document are restored into the Cost Worksheet Log Window.
• After you change the status, you can again edit the fields.

Collected Into Change Number

If the latest document was collected into a change document outside of Change Management, the change document number appears in this field. This field cannot be edited.

Estimated Budget

The estimated cost for the budget.

Estimated Commitments

The total estimated cost for the commitments.

Quoted Budget

The cost quoted for the budget.

Quoted Commitments

The total cost quoted for the commitments.

Negotiated Budget

The amount negotiated for the budget.

Negotiated Commitments

The total cost negotiated for the commitments.

Final Budget

The final cost for the budget.

Final Commitments

The final cost for the commitments.

Reason

The reason selected for this change estimate.

You can customize reason codes by right-clicking on the top-level folder in the Project View and choosing Dictionaries, Reason Codes.

Scope

The scope of the change: In Scope or Out of Scope.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Budget Contract

The title and number of the budgeted contract linked to the Change Management document. Click to open the Contract Document Window.

Activity ID

The P6 EPPM activity associated with this item.

Budget Disputed

A check mark appears when the Disputed option in the Budget section of the Change Management document window is selected.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

Click to display the list of actions you can perform on the current window.

How to access this log window:

Expand the Contract Information folder in the Project View and click Change Management.

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