Project Center administrators can set which tasks appear here using the Remove Contract Management Item Tasks dialog box.

Construction Change Directives

●       New Construction Change Directive > Create Construction Change Directive

Click to open the Create a Construction Change Directive dialog box to create a new construction change directive or to file an expected one.

●       New Construction Change Directive > Log Received Construction Change Directive

Click to open the Log a Received Construction Change Directive dialog box to log a construction change directive that you have received.

●       Create Report

Click to open the Create Report dialog box to select the type of construction change directive report to create. The report contains the contents of this log.

You can customize which columns appear in reports simply by selecting which columns to show and hide in this activity center. Simply right-click on column headers to add or remove columns. A checkmark indicates the column will appear in the activity center and the report.

●       Import Spreadsheet

Click to open the Select Spreadsheet dialog box to select a Microsoft Excel spreadsheet containing construction change directive data that you can import. The imported construction change directives are placed in the appropriate construction change directive log based on the type imported.

●       View Pending Incoming

This task appears only when there are Pending Review Response construction change directives.

Click to list only Pending Review Response construction change directives.

Selected Construction Change Directive

The following list shows all available tasks for all construction change directive categories, in alphabetical order. The tasks that appear depend on which category you select from.

●       Add Similar Construction Change Directive

Click to create a new construction change directive based on the one selected. The new one contains most of the information from the original, except for unique identifiers such as the ID. The new one is also automatically related to the original. Supporting documents from the original are included.  
If the original has no received actions (such as those is a draft/expected state), the Create a Construction Change Directive dialog box opens. If the original has at least one receive action, the new one will be created using the Log a Received Construction Change Directive dialog box.

If the original contains a receive action with files and/or description of contents entries, the Select Files and Description of Contents dialog box opens first, enabling you to select the items to include in the new copy.

●       Close > Close

Click to open the Close Construction Change Directive dialog box to close the construction change directive without providing a response.

●       Close > Respond and Close

Click to open the Respond to Construction Change Directive and Close dialog box to file your response to the sender of the construction change directive and close it. If the construction change directive has files associated with it, the Select Files to Send dialog box will open first.

●       Close > Send and Close

Click to open the Send and Close Construction Change Directive dialog box to send the construction change directive to team members and close it. If the construction change directive has files associated with it, the Select Files to Send dialog box will open first.

●       Delete

Click to delete the construction change directive from Project Center.

You must be a Project Center administrator and have a contract management role to delete construction change directives.

●       Forward for Review

Click to open the Forward Construction Change Directive for Review dialog box to forward the construction change directive to any contacts who are responsible for reviewing the construction change directive and to create a transmittal. If the construction change directive has received files or supporting documents associated with it, the Select Files to Forward for Review dialog box will open first so you can select the files to forward.

●       Modify

Click to open the Modify Construction Change Directive dialog box to edit the settings for the selected construction change directive, including due dates, email message reminder settings, and the description.

●       Receive

Click to open the Receive Construction Change Directive dialog box to log the receipt of an expected construction change directive.

●       Receive Pending Review Response

Click to open the Record Reviewer Response for Construction Change Directive dialog box to record a response received about a construction change directive via Info Exchange.

●       Record Reviewer Response

Click to open the Record Reviewer Response for Construction Change Directive dialog box to record a response received about a construction change directive that you forwarded to other contacts. When you receive a response back from a contact, record it using this task to track its progress.

●       Reopen

Click to open the Re-Open Construction Change Directive dialog box to re-open the closed construction change directive.

●       Review Related Action Items

This task is available only when you select an item that has related action items.

Click to open the Related Action Items activity center to view action items related to the selected item.

●       Review Related Markup Sessions

This task is available only when you select an item that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the related markup sessions.

●       Send

Click to open the Send Construction Change Directive dialog box to send the construction change directive to other project team members.

●       Send Email About construction change directive > To Sender

Click to open an email message in Microsoft Outlook to send to the contact who originally sent the construction change directive. The email message includes information about the construction change directive.

●       Send Email About construction change directive > To Recipients

Click to open an email message in Microsoft Outlook to send to the original construction change directive recipients as a reminder or with additional information. The email message includes information about the construction change directive.

●       Send Email About construction change directive > To All Reviewers

Click to open an email message in Microsoft Outlook to send to the contacts who are currently reviewing the construction change directive, as a reminder or with additional information. The email message includes information about the construction change directive.

●       Send Email About construction change directive > To All Participants

Click to open an email message in Microsoft Outlook to send to all construction change directive participants, including the sender, recipients, and reviewers as a reminder or with additional information. The email message includes information about the construction change directive.

●       View Form

Click to open the Construction Change Directive form to view or print the selected construction change directive's history and details.

Selected Action

Access the actions by clicking the expand icon in the first column next to each construction change directive.

The file tasks apply to files in the Supporting Documents tab. See File Tasks panel.

See Email Tasks panel  for more information.

See Related Item Tasks panel for more information.

Construction Change Directives

Category drop-down list

The category drop-down list contains filters to display the construction change directives in particular categories. For example, if you want to view overdue construction change directives, select Overdue from the list. Only overdue construction change directives will appear in the log. You can also choose to display construction change directives for all project users or only construction change directives on which you are listed as the sender or recipient. Each category is explained below.

Click to toggle between showing construction change directives for all users or only construction change directives you are involved with.

All

Click to display all construction change directives that have been entered for this project.

Pending Incoming

Click to display all construction change directives sent via Info Exchange that need to be received. When a construction change directive or construction change directive response is logged by a project team member on Info Exchange, it will show up in this category.

Draft

Click to display all construction change directives that are in draft form and have not been sent.

Under Review

Click to display construction change directives that have been received, but responses have not been sent to the construction change directive senders.

When a non-expected construction change directive is first filed, it is placed in the Under Review category.

Awaiting Action

Click to display construction change directives that have been received, but they:

●        Have not been forwarded for review, or

●        Have been forwarded for review, but a response has not been received, or

●        Have been forwarded for review and all responses have been received, but there has been no response sent to the construction change directive sender.

Forwarded for Review

Click to display construction change directives that have been forwarded with a due date for another contact to review that have not been received back yet.

Response Overdue

Click to display construction change directives that have been forwarded but the responses back from the reviewers are overdue.

Overdue

Click to display construction change directives that were received with a due date but have not been closed yet.

Expected

Click to display all construction change directives filed as expected.

Expected Resubmission

Click to display expected construction change directives that were created for construction change directives that require the sender to resubmit the construction change directive (the action taken on the construction change directive was Rejected or Revise and Resubmit).

Late

Click to display expected construction change directives that are late.

All Closed

Click to display construction change directives that have had a response sent to the construction change directive sender and there is no further action required.

Filter All Columns

You can filter by any text that appears in any of the columns in the log. For example, if you know the subject (or part of the subject) of the construction change directive that you are searching for (or the ID, status, due date, etc.), enter at least part of the text in this field. The construction change directives list updates automatically as you type. For example, if the construction change directive you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only construction change directives that have the number 30 somewhere in one of the columns.

Click to clear all filters.

>

Click to toggle between showing and hiding the column filter fields.

> >

Click to group by the any of the columns. For example, if you want to group the list of items by subject, select Subject from the drop-down list. The items will be grouped into separate sections alphabetically by subject. See Column Sorting, Filtering, and Grouping for more information.

Construction Change Directives log

The construction change directives log displays the construction change directives for the category selected above. Click a construction change directive for a list of tasks you can perform, which appear in the Tasks panel. Double-click a construction change directive to open the Modify Construction Change Directive dialog box to view the construction change directive's information and settings.

Construction change directives (and actions) are listed in red if the construction change directive is overdue or if a review response is overdue.

You can drag and drop or copy and paste email messages from Microsoft Outlook and files from Windows Explorer into the Construction Change Directives log to create a new construction change directive. This also prevents Microsoft Outlook from opening multiple instances of Project Center.

Columns

Column headers are different for each category. The following list includes all column headers for all construction change directive categories. Some categories may not include all headers, and they may not be in the order listed here. If you move and resize columns, they are saved in that position for each category. Column settings are reflected in construction change directive reports. Right-click on any column header to list and de-list columns. Click the icons for more filtering options.

ID

The construction change directive ID number.

Sender ID

The number the contractor gave to the construction change directive.

Subject

The subject of the construction change directive.

Contract Sum

The proposed basis of adjustment to the contract for the changes identified in the construction change directive. Additional information for the sum type is provided in the Sum Description field. For example, for a Contract Sum of Unit Price of, add the dollar amount per unit in the Sum Description field.

Sum Description

Any additional details for the Contract Sum type, providing unit price, lump sum amount, etc.

Contract Time (in Days)

The agreed upon time that the contract will change. It can be a positive or negative number.

Initiated By

The contact who requested or authorized the document change.

Reasons

The reason the construction change directive was created.

Status

The status of the construction change directive (For Review, Expected, Approved, Rejected, Revise and Resubmit, etc.).

Discipline

The discipline associated with the construction change directive.

Contract

The contract that the construction change directive is associated with.

COP Status

The status of whether or not a change order proposal has been received for the construction change directive.

From

The contact the construction change directive came from.

Received

The date the construction change directive was received.

Last Action

The last completed workflow action for the construction change directive. It displays the action and the purpose or type for that item. For example, if a construction change directive was received and there was no action required selected for the Action field, the Last Action column would display Received – No Action Required. If you were looking at an entry in the Under Review category that had a Last Action of Received – No Action Required, that indicates that the item needs to be closed using the Close task.

Forwarded To

The contacts the construction change directive was forwarded to.

Review Due Back

The date the construction change directive is due back from the contacts reviewing it if it is not yet received. It is based on the oldest Forward for Review date.

Due Back From

Any contacts a response to the construction change directive is due back from.

Due Date

The date the construction change directive is due back to the initiator of the construction change directive.

Current Reviewer

The contact who is currently reviewing the construction change directive in a sequential workflow.

Total Days

The number of days to process the construction change directive. The count starts from the start date, which is either when the item was created or the received date, and ends either now or when it was closed if a closed date was entered. If it is re-opened, it displays the count from when the construction change directive was created. It's based on calendar days (not business days) and does not consider holidays in its calculations.

Expected Date

The date the construction change directive is expected (for Expected construction change directives only).

Keywords

Any 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. applied to the construction change directive.

Related Items

If the construction change directive has any related items, the icons appear here.

Related Project Items

This column is a text version of the icons in the Related Items column. The text will appear in reports.

To

To contact who received the construction change directive.

Last Forwarded

The date the construction change directive was last forwarded to a reviewer.

Last Reviewed

The date the most recent reviewer returned the construction change directive. (The most recent review response date.)

Review Days

The total number of days the construction change directive has been in the review cycle for all reviewers.

Internal Notes

Any personal notes added to the construction change directive. These are also added to the Remarks Summary tab.

Supporting Documents

Any files attached to the construction change directive.

Closed Date

The date the construction change directive was closed.

Remarks Summary tab

Information and remarks about the original construction change directive appears here. This tab is not editable.

Description of Contents tab

A description of the contents of each action taken in the construction change directive workflow appears here. This information is used to fill in the Contents section of the Transmittal form. You can edit the contents as you move through the construction change directive workflow by clicking Modify from the Tasks panel to accurately reflect what is being sent.

In each step (action) of the workflow (Forwarded for Review, Review Response, and Responded and Close), you can fill in the Description of Contents tab with what is sent or received, as shown in the following example.

Workflow

The task that was selected from the Tasks panel (Forwarded - For Review, Received - For Review, etc.).  

From

The originator of the action.

Qty

The quantity of each item received with the construction change directive.

Date

The dates individual items were received with the construction change directive.  For example, if you have six shop drawings, it may help to track dates on each individual sheet.

Number

The number for each item.

Description

The description of each item.

Revision

The revision number, if applicable.

Scale

The drawing scale, if applicable.

Size

The drawing size, if applicable.

File Summary tab

This tab contains any electronic files that were included with the construction change directive. Select a file to display file tasks you can perform, including opening, comparing, sending, and publishing the file. These files are stored in a compressed .ZIP file that is referenced by the construction change directive. Each column in this tab is described here.

Name

The name of the file.

If the file is an email message, Project Center creates the file name with the date, a system generated ID, and the subject of the email.

Type

The file's type.

Workflow

The workflow step (Forwarded, Review Response, etc.) for the file.

Size

The file's size.

Modified

The date the file was last modified.

ZIP Folder

The full path to the location of the .ZIP file.

Related Items

Any Project center items related to the file.

Email Log tab

This tab lists all email messages associated with the selected construction change directive. When you click File in Project (then choose the Construction Change Directive option) from the Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.

You can copy and paste and drag and drop email messages from Microsoft Outlook and Windows Explorer into this tab.

To file a reviewer response, you can drag and drop an email message into this tab, then select the email message and click Log as from the Email Tasks panel and select the Reviewer Response option.

Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.

The number in parentheses indicates the number of email messages filed to the construction change directive.

Supporting Documents tab

Use this tab to attach files to the selected construction change directive, and to view attached files. For example, if you receive a construction change directive and a particular drawing is related to it, you can use this tab to attach the drawing file to the construction change directive. Another example is if you receive a file with a construction change directive, mark it up, and want to send the marked up file to a reviewer. Also, files sent using the Add to > Construction Change Directive task are added to this tab.

The number in parentheses indicates the number of files that are attached to the construction change directive.

You can copy and paste and drag and drop files from Windows Explorer into this tab.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all related Project Center items for the selected file.

Related Items tab

This tab lists all related Project Center items for the selected construction change directive.

Create Related > Action Item

Click to open the Identify an Action Item dialog box to create a new action item and link it to the current construction change directive.

Create Related > Transfer > Via Email

Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.

Create Related > Transfer > Via Info Exchange

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current construction change directive.

Create Related > Transmittal > Via Email

Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current construction change directive.

Create Related > Transmittal > Via Info Exchange

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current construction change directive.

Create Related > Contract Management > Contract Management Item

Click to open the Create Contract Management Item dialog box for the type of contract management item you selected to create a new CM item and link it to the current construction change directive.

Create Related > Web Link

Click to open the Create Web Link dialog box to enter a web link and automatically relate it to the selected Project Center item. After it is created, the Relation Type column will indicate Web Link, and users can double-click on it to open the website.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected construction change directive. This gives you the ability to link two items that are related together. (For example, a markup session that is related to a construction change directive.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and tab.

Share with External

Click and select Yes to allow the selected web link to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

●        The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a construction change directive).

●        The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a construction change directive).

Change Log tab

This tab displays a history of the actions taken on the construction change directive, including when it was created, modified, who was involved, and any details.