Newforma Info Exchange Tenth Edition Help  

 

Expected Change Orders page

This page shows the details of a change order that you are either expecting or is expected from you.

Change Order

Subject

The subject of the expected change order.

Expected To

The contact expecting to receive the change order. Click the link to open the Contact Information dialog box.

Estimated Amount

Estimated dollar amount of the change order, either + or -.

Estimated Days

Estimated number of days for the change order, either + or -.

Initiated By

The contact who requested or authorized the document change.

Reasons

The reason the change order was created.

Status

The status of the change order (Expected, Expected - Overdue).

ID

The ID number of the expected change order.

Sender ID

The number the contractor gave to the change order.

Expected Date

The date the change order is expected.

Discipline

The discipline associated with the change order.

 

Workflow tab

This tab lists the history of contract management workflow actions that have been taken on the change order.

Type

The type of action taken.

Action

The action required or taken. Click to open the corresponding Change Order Action page to view the details of the action.

Date

The date the action was taken.

From

The contact who performed the action.

To

The recipient of the action.

Due Back

When a response to the action is due.

Remarks

Any additional remarks about the action.

 

Schedule of Values tab

This tab displays information about potential change order pricing items associated with the change order.

Item Number

The item number for the pricing item.

Potential Change Order Subject

The subject of the potential change order.

Item Description

The pricing item description.

Cost Code

Project cost code associated with the pricing item.

Approved Days

The number of days approved to be added to the contract.

Approved Amount

The pricing amount approved by the general contractor. The resulting change order is  based on this amount.

 

Contract Documents tab

This tab displays any record documents associated with the change order.

Number

The record document number.

Type

The type of record document.

Title

The title of the record document.

Revision

The revision number of the record document.

File

The file associated with the record document. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Revision Date

The creation date of the last record document revision.

Revision Description

The description of the last record document revision.

 

Email Log tab

This tab lists all email messages associated with the change order.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

 

Supporting Documents tab

Displays the supporting documents for the change order. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Name

The name of the file.

Type

The file type.

 

Related Items tab

This tab lists all Project Center items that are related (linked) to the change order. Click the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the action item.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

 

Change Log tab

Use this tab to view a history of the actions taken on the selected change order, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Change Order page toolbar.

Change Orders

Click to return to the My Change Order Actions log.

Internal users are returned to the Change Orders log.

View Form

Click to open a printable version of this page.

 

To access this page

Click the subject of a change order from the My Expected Change Orders log.

If change orders are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.