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The following table summarizes the actions that you can perform on a change order document. The current document state and your security permissions determine which actions are available to you at any given moment. While in edit mode, Proliance displays the most likely next action at the top of the page, but you can select another action from the "Workflow" button.
For more information, see "Performing a Workflow Action".
| From the Change Order document, you can… | Preconditions | New state |
|---|---|---|
|
Set to Pending |
(none) |
Pending |
|
Approve |
Ensure that the contract for the change order has its Awarding Company and Receiving Company defined. If the value of the change order exceeds the Workspace Approval Limit, you can only approve the change order with the appropriate security permission. |
Approved |
|
Unapprove |
(none) |
Pending |
|
Submit for Acceptance Submit the change order for acceptance |
(none) |
Pending Acceptance |
|
Submit for Approval |
(none) |
Pending Approval |
|
Do Not Accept Do not accept the change order |
(none) |
Pending |
|
Do Not Approve Do not approve the change order |
(none) |
Pending |
|
Cancel Cancel the change order Note: If the change order is being used as a committing document for a cost event, then links between the Schedule of Value line items created during handoff and their associated cost event line items are broken. |
(none) |
Canceled |
|
Reset to Draft Reset a Canceled change order to the Draft state |
(none) |
Draft |
|
Note:
|