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Handoff to New Change Order Wizard

The Handoff to New Change Order wizard guides you through the process of handing off one or more expense or revenue cost event line items to a new committing change order.

When you complete the wizard, Proliance creates a new change order with all the required fields filled in. Be sure to save the change order when done.

Note: For information on handing off to an existing contract or change order, see "Handing Off Cost Events to Existing Committing Documents".

There are four steps to this wizard:

Step Description

1

In order to create a new change order, you need to select a parent contract.

First, use the radio buttons to specify the type of contracts that you seek:

  • Use the first option if there are already target contracts assigned to line items in the cost event. This filter helps you rapidly locate the contracts already used as target contracts.
  • Use the second option if target contracts haven't been assigned yet. This filter displays all the contracts in the workspace that are eligible to be target contracts (those that are not in the Closed or Cancelled states).

Next, click the Magnifying Glass icon The magnifying glass icon. to select the contract that will be the parent contract for the new change order. If the contract you need isn't in Proliance, you can create it from the Expense/Revenue Contracts Dialog Box that appears.

Note: Creating a new contract is this manner is not the same as handing off to a new contract—Proliance will still create a new change order based on the new contract and then hand off to that new change order.

2

Click Add/Remove and select the cost event line items to be included in the new change order.  

Closed What line items can I select?

3

Indicate how many Schedule of Value (SOV) line items should be created.

  • Use the first option to create one SOV line item for each selected cost event line item.
  • Use the second option to create one SOV line item for all the selected line items in the cost event.

Closed Example

You select three line items from cost event "A".

  • Using the first option, Proliance will create 3 SOV line items in the change order. Each SOV line item represents one cost event line item.
  • Using the second option, Proliance will create 1 SOV line items for the change order. This SOV line item represents the three line items from cost event "A".

4

Select the document subtype that Proliance will use to create the new change order. For more information, see "About Document Subtypes".