Creating change requests for project contracts

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. On the Contracts tab, open a contract and select Actions > Create Project Contract Change Request.
  4. Specify this information:
    Change Request Date
    Specify the date of the change request. Today's date is the default value.
    Description
    Specify a description for the change request.
    New Contract Amount
    Specify a new contract amount.
    New Maximum Fees
    Specify a new maximum fees amount.
    Budget Scenario
    Optionally, select a new budget scenario.
    Budget Change Request
    Optionally, select a budget change request.
    Comment
    Provide additional comments for the request.
    Document URL
    Optionally, specify a URL to access a document.
    Title
    The default value is the name of the file. You can specify another title for the document.
    File
    Attach a file. This can be any file regarding the change request.
    Mime Type
    The type of the file that is attached is the default value.
  5. Click Submit.

    The Contract Change Requests tab is available on the project contract. All change requests are displayed on this tab. Use the search parameter to find change requests.

  6. To release the change request, select the record and select Actions > Release.