Modify Change Order Proposal dialog box

Use this dialog box to edit a change order proposal.

Subject

Enter the subject of the change order proposal.

Due Date

To enter a date a response is due back to the contact who sent the change order proposal, mark the checkbox, then select a date. The defaults are 10 and 3 business days, but you can enter a different value in the second drop-down list.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the change order proposal. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

ID

Enter an ID for the change order proposal.

Sender ID

Enter the number the contractor gave to the change order proposal.

Proposed Totals

Proposed Total Amount

Enter the proposed total amount for the change order proposal.

The type of currency used is based on the Windows setting.

Proposed Total Days

Enter the proposed number of days the change order proposal would result in.

Reasons

Click to open the Choose Reasons dialog box to select reasons for the change order proposal.

Status

The change order proposal's current status.

Expected

If applicable, click to open the Expected Change Order Proposal dialog box to identify who the change order proposal is expected from, who it is expected to be sent to, and the date it is expected.

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the change order proposal.

Contract

Click to open the Choose Contract dialog box to select the contract the change order proposal is associated with.

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Description tab/Description of Contents tab/File Summary tab/Email Log tab/Supporting Document stab/Related Items tab/Change Log tab

Refer to the Change Order Proposals activity center for a description of these tabs.

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Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the change order proposal.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the change order proposal.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the change order proposal to another contact, record a reviewer response, close it, to respond to the sender, send it, or send it to another contact and close it after it is filed.

• Choosing Forward for Review opens the Forward Change Order Proposal for Review dialog box.

• Choosing Record Reviewer Response opens the Record Reviewer Response for Change Order Proposal dialog box.

• Choosing Respond and Close opens the Respond to Change Order Proposal and Close dialog box.

• Choosing Close opens the Close Change Order Proposal dialog box.

• Choosing Send and Close opens the Send and Close Change Order Proposal dialog box.

• Choosing Send opens the Send Change Order Proposal dialog box.

OK

Click to save the changes to the change order proposal.

 

To access this dialog box

Select a change order proposal, then click Modify from the Tasks panel of the Change Order Proposals activity center.