An Online Change Request is submitted by an external party, typically a vendor, contractor or consultant to request a change to their commitment. Once approved an Online Change Request can be used to generate a Change Event or Change Order.
Note: A user with a Guest type license will only be able to see the Online Change Requests for his/her own company. Online Change Request costs apply to the Potential Exposure column in the cost ledger, they do not effect the other cost columns.
Company: Use dropdown list to select a company associated with the Change Event or Commitment CO.
Project: Use dropdown list to select project from selected company.
Commitment: Select the commitment associated with the Change Event or Commitment CO.
Description: Enter general description.
Reference: Enter any required reference information.
Record #; This field automatically populated by PMWeb.
Status: The status (draft, submitted, approved etc.) will be automatically updated by PMWeb based on the workflow configuration. If no workflow is configured, this field can be updated once the header details are saved.
Revision: Enter the revision number to keep accurate log.
Change Event: Select from list if associated with a current Change Event.
Commitment Change Order: Select from list if associated with a current Commitment CO.
Requested Date: The date the Change Event or Commitment CO was requested.
Needed By: The date approval is needed, taking schedule into account.
Cause: Select from dropdown list reason for change.
Contact: Name of person requesting change event or CCO.
Comment: Enter any other information or comment that could be useful.
Submit: This button automatically submits the Change Event or Commitment Change Order. PMWeb automatically changes the status to "Submitted" once this button is pressed.
Type: Select the type of change
Category: Select the category
Post As: Select either original scope or revised scope.
