Use this document window to enter items of estimated or actual value which may affect your Cost Worksheet. Trend items also have another Contract Management document, such as a contract or proposal, to accommodate them. You can then Adjust the Cost Worksheet Using Trends. The document window is divided into many tabs, which you can use to record details.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Generate Trend 
Click to Generate a Trend from a Trend. You must first open an existing trend.
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.
Trends Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
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.
Title
Enter a brief description of the trend.
Date
The date on which the item was created or issued.
Value
Contract Management fills in this field based on values entered on the Line Items tab.
Cost Category
Select the cost category to apply this trend to (actual, budget, or commitment) from the drop-down list. You can only edit this field when you are adding a new trend.
Cost Type
Select the cost type for the trend. You can only edit this field when you are adding a new trend.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Status
Select a valid status code for the trend from the drop-down list.
Remarks tab:
Type any other details or comments regarding the trend.
Details tab:
Initiated By
Click to open the Select Contact dialog box to choose the contact who initiated this adjustment. Click Clear 
to clear the selected contact.
Entered By
Contract Management enters your user name.
Contract
The contract associated with the trend. Click Select 
to open the Select Contract Dialog Box to choose a contract to link to the trend. Click Clear to clear the selected contract.
Activity ID
If you are using the P6 EPPM you can use this field to reference and update the Start/Completion dates of the change with the schedule activity's early/actual start and finish dates. Link Contract Management to a P6 EPPM project from the Schedule tab of the Project Settings Dialog Box.
To record scheduling information, click Select to open the Select Activity Dialog Box to choose the P6 EPPM activity.
Schedule Details
Click the Schedule Details link to open the Schedule dialog box to view early/actual start and finish dates, original and remaining durations, percent complete, and total float if this document is linked to a P6 EPPM activity.
Date
Click to select the date by which a decision on the trend needs to be made.
Time Change
If this trend affects the project schedule, enter the time change (in days) in this field.
Change Management Number
If this trend was generated by the Change Management process, the Change Management item number appears in this field.
Line Items tab:
Use this tab to enter itemized costs for the trend.
Add Lump Sum
Click to enter lump sum line item rows for this item.
Add Unit Price
Click to enter unit price line item rows for this item.
Find
Click to filter all items in the active table by a particular word or phrase.
Line Item No.
Contract Management automatically assigns the next sequential number to each item row.
Quantity/Units of Measure
The Quantity and Units of Measure fields work together to quantify the amount of work or materials.
For example, if a job requires 300 hours to complete, enter 300 in the Quantity field and Hours in the Units of Measure column. Use whatever units are applicable to the contract, such as days, weeks, or pounds.
Description
A brief description of the item or service.
Unit Price
The cost of a single unit, as specified in the Units of Measure field, for example, $40.00 (per hour), or $200 (per ton).
Line Item Total
The sum of the Net Amount plus tax.
Activity ID
The P6 EPPM activity associated with this item.
Cost Code
The cost code this item is costed to.
Delete
Click to delete the item.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
to add a new trend document.
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015