Online Change Request

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.
 
Navigation Path: Cost Management > Change Management > Online Change Request
 
 
 
Online Change Request
 
1

Search

Use to search existing Online Change Requests.
 
2

Add

 
Click to add new Online Change Request.
3

Header Details

 
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.
 
4

Save

 
Click to save header details after upper form has been created.
5

Add Item

 
Click to add items to the Change Event or Commitment Change Order
6

Add

 
Click to Add new line item.
7

Use Units

 
Check this box if you intend to enter UOM (Units of Measure) and Quantities of that item. You will then be able to edit those boxes.
8

Line #

 
This field is automatically populated by PMWeb when you add a line.
9

Item

 
Use this field to enter your item number.
10

Description

 
Enter Description of the line item.
11

UOM (Units of Measure)

 
Select your Unit of Measure.
12

Quantity

 
Enter Quantity of that line item.
13

Unit Cost

 
Cost for one Unit or Quantity of one (1) for that line item.
14

Ext. Cost

 
Quantity x Unit Cost = Ext. Cost. This amount is automatically calculated by PMWeb when either Quantity or Unit Cost is updated.
15

Commitment Line

 
Select Commitment Line from dropdown list.
16

Cost Code

 
Select appropriate Cost Code from dropdown list.
17

Phase

 
Select Phase of project that corresponds to the Change Event or Commitment CO.
18

Period

 
Select Appropriate Cost Period
19

Days

 
Enter number of days if applicable.
20

WBS

 
Select WBS. (Work Breakdown Structure)
21

Cost Type

 
Select Cost Type from dropdown list.
22

Assigned To

 
Company requesting Change Event or Commitment Change Order.