Creating change requests for project contracts
- Sign in as Project Accountant, Project Administrator, or Project Manager.
- Select Project Contracts.
- On the Contracts tab, open a contract and select Actions > Create Project Contract Change Request.
- 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.
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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.
- To release the change request, select the record and select Actions > Release.