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Process User Guide Change Order Initiation Business Process

This document provides instructions for initiating a change order record in Unifier. It allows certain users to create change order records before an actual project change order is raised. The process involves: 1. Creating a change order initiation record from within a project's contract record. The record status is set to "On-Hold". 2. A change order record is then created and approved separately. 3. The change order initiation record can then be returned and approved, linking it to the approved change order and annual budgets. Only members of the Contract and Project Administrator groups have access to create and edit these records. Change order initiation records are associated with contract records. The documentation provides screenshots to demonstrate the record creation

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Anila Sadasivan
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
73 views

Process User Guide Change Order Initiation Business Process

This document provides instructions for initiating a change order record in Unifier. It allows certain users to create change order records before an actual project change order is raised. The process involves: 1. Creating a change order initiation record from within a project's contract record. The record status is set to "On-Hold". 2. A change order record is then created and approved separately. 3. The change order initiation record can then be returned and approved, linking it to the approved change order and annual budgets. Only members of the Contract and Project Administrator groups have access to create and edit these records. Change order initiation records are associated with contract records. The documentation provides screenshots to demonstrate the record creation

Uploaded by

Anila Sadasivan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Process User Guide

Change Order Initiation Business Process


The Unifier “Change Order Initiation” Business Process allows certain Unifier Users the ability to create these
Records within a Project. This process occurs before a Project Change Order is raised and allows Change
Orders to link to Annual Budgets.

After a record has been raised in this Change Order Initiation BP, its status should be On-Hold. Then, a user
creates and approves a record in the Change Order BP. When complete, the user returns the Change Order
Initiation record and approves it.

Business Process Characteristics:

This is a project-level, workflow, generic type business process.

Record Statuses:

On-Hold, a pending status.


Approved, a terminal status.

Groups Associated with this Business Process:

Members of the Contract group can create “Budget Allocation for Contract” Records.

Members of the Project Administrators group can edit the Record once status is “approved”

Relationship Associated with this Business Process:

“Change Order Initiation” Records are associated with “Contract” Records.


Navigation and Use:
To access the “Change Order Initiation” Business Process Users;

1. Navigate to the “All Projects” tab and Open a specific Unifier Project
2. Expand “Cost Controls” Node > “Contact”. A log of the “Contract” record will appear.

Log – List of the Contract


record recreated for this
project

3. Open the “Contract” record for the project, and you may access the “Change Order Initiation” records directly
from the “Contract” record using the “Query Based Tabs”. Click “New” to create a “Budget Allocation for
Contract” record.
Note: You may Expand “Cost Controls” Node > “Admin Cost” > “Change Order Initiation” to access this BP as
well. This is a key concept, as it the “Query-Based Tabs” functionality in Unifier noted above allows you to create
records in other business processes. This gives you the flexibility to create the same type of record in multiple
ways. In this scenario, when in the “Contract” BP, if you create a record in the “Change Order Initiation” tab,
you’re creating a record in the “Contract Order Initiation” BP. If you open that “Contract Order Initiation” BP,
you will see the same record that you see in the “Contract Order Initiation” “Query-based Tab” in the “Contract”
Record.

Log – List of all Change


Order Initiation Records
created in Unifier
4. When a new record form appears after clicking “New”, users are then able to complete the Unifier Record.
Users will start on the Unifier Record Upper Form

User selects
Auto-populated Budget Code
from Contract associated with
Record Change Order
(mandatory)
5. Once the Upper Form is completed, Users can completed the Lower Form. Open the Line Item and click “Add” to
generate the Line Items.
Note: Only one line should be entered in the detail form for the total amount o fthe change order. The cost
breakdown of the Change Order will be established when the Change Order record is created in the Change
Order BP, which is accessible using the Change Order Log tab in the contract record.

Users Fields are auto-


enters populated from
total Upper Form.
Change
Order
amount

6. Once Line Item information is complete click “OK”


7. Once Line Items are completed User selects the appropriate “Workflow Action” (Hold) and “Sends” the Record.

Select
Workflow
Action

Once
selected,
User has
the ability
to select
Task Notes may be utilized the User
to send a private message to or Group
Reviewer to Review
Record

8. The “Change Order Initiation” Record will stay in the “Awaiting CO Finalization” step until the Change Order Record
is approved.
9. Once the Change Order Record is “approved” in Unifier the “Change Order Initiation” Record may be sent to “end”
10. Once Change Order Initiation Record is “approved” the Change Order value is linked to the Budget Sheets at the
“All Projects” Level.

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