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

Potential Change Orders

●       Create Potential Change Order

Click to open the Create Potential Change Order dialog box to log a new PCO.

●       Create a Report

Click to open the Create Report dialog box to select the type of PCO 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 the 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.

●       Open Scoreboard

Click to open the Scoreboard dialog box to view a quick overview status of all PCOs for the current project. 

Selected Potential Change Order

The following list shows all available tasks for all potential change order categories. The tasks that appear depend on which category you select.

●       Modify

Click to open the Modify a Potential Change Order dialog box to edit the information in the selected PCO.

●       Create Change Order Proposal

Click to open the Create a Change Order Proposal dialog box to create a change order proposal for the selected PCO. The change order proposal will contain information from the PCO, and they will be related to each other.

●       Add Similar Potential Change Order

Click to open the Create Potential Change Order dialog box to create a new PCO based on the one selected. The new one contains most of the information from the original, except for the ID number. The new one is also automatically related to the original. Supporting documents from the original are included.  

●       Generate Letter

Click to open the Generate Letter dialog box to generate a form letter containing information about the selected PCO and then send off to your contacts.

●       Revert to Draft

Click to change the selected PCO's status to Draft so that it can be edited.

●       Send Email About Potential Change Order

Click to open an email message in Microsoft Outlook containing information about the PCO that you can send to other contacts.

●       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.

●       Delete

Click to delete the selected PCO from Project Center.

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

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

See Email Tasks panel for more information.

See Related Item Tasks panel for more information.

Potential Change Orders

Category drop-down list

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

Click to toggle between showing PCOs for all users or only the ones you are involved with.

All

Click to display all PCOs that have been logged in this project.

Open

Click to display PCOs that have a status of Draft or Pricing Requested.

Draft

Click to display all PCOs that have a status of Draft.

Due Within 8 Days

Click to display PCOs that are within 8 days of the due date (if any) and aren't closed.

Overdue

Click to display PCOs that are overdue.

All Items with Pricing Complete

Click to display all PCOs that have a status of Pricing Completed.

All Closed

Click to display all closed PCOs.

All Voided

Click to display all voided PCOs.

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 potential change order that you are searching for (or the ID, status, etc.), enter at least part of the text in this field. The potential change orders list updates automatically as you type. For example, if the potential change order 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 potential change orders 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.

Potential Change Orders log

The log displays the PCOs for the category selected above. Click a PCO for a list of tasks you can perform, which appear in the Tasks panel. Double-click a PCO to open the Modify a Potential Change Order dialog box to edit the PCO's information and settings.

Overdue PCOs are listed in red.

You can drag and drop or copy and paste email messages from Microsoft Outlook and files from Windows Explorer into the log to create a new PCO. 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 potential change order 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 potential change order reports. Right-click on any column header to list and de-list columns. Click the icons for more filtering options.

Subject

The subject of the PCO.

ID

The ID number of the PCO.

Status

The status of the PCO (Pricing Requested, Closed, Draft, etc.).

Type

The PCO's type: Cost or Budget.

Due Date

The date the PCO is due.

Actual Completion

 The actual completion date of the PCO paperwork.

Estimated Amount

The estimated dollar amount of the PCO from the Pricing tab, either + or -.

Proposed Amount

The proposed dollar amount from the Pricing tab, either + or -.

Approved Amount

The approved dollar amount from the Pricing tab, either + or -.

Forecast Amount

The sum of the values that are furthest to the right in each row, as shown in this example:

Related Items

If the PCO 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.

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 PCO.

Supporting Documents

Any electronic files attached to the PCO.

Internal Notes

Any personal notes added to the PCO. These are also added to the Description tab.

Reasons

The reasons the PCO was created.

Refer to the Create Potential Change Order dialog box topic for a description of these tabs. The tabs that are not available in that dialog box or have additional features are explained here:

Related Items tab

This tab has the following additional options not available in the dialog box:

Create Related > Action Item

Click to open the Identify Action Item dialog box to create a new action item and link it to the current PCO.

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 PCO.

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 > 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 PCO.

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 PCO.

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 contract management item and link it to the current PCO.

Create Related > Web Link

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