This procedure allows you to create a new contract change header. The contract change types that can be created are Scope, Budget, and Forecast. Once a contract change header is created, the status of the change becomes Open and a log entry appears on the Log tab. All the resources (users) established in the Contract Setup screen (Contracts > Contract Setup > Contract Register > Contract Details – Workflow Admin) with a Distribution List value of All Contract Workflow or Change Workflow will be notified.
The Change ID is setup by the structure established in the Contract Setup screen (Contracts > Contract Setup > Contract Register > Contract Details - Register Admin).
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Navigate to Changes > Contract Changes.
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Click the Actions list and select Create New Change.
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Click the Contract ellipsis to select the required contract.
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Type in a Contract Change Name.
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Click the Contract Change Type ellipsis to select the required change type.
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Budget Change
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Forecast Change
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Scope Change
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(Optional) Type a Comment.
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Click RUN and then OK. A new contract change appears in the Contract Change Register panel.