Tutorials

Change Events

• Add Change Event Line Items
• Add Financial Markup Lines with Revenue ROM to Change Events
• Add Production Quantities to a Change Event
• Add a Related Item to a Change Event
• Clone a Change Event
• Create a Change Event
  • Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item
  • Create a Change Event from an Email
  • Create a Change Event from an Instruction
  • Create a Change Event from a Meeting
  • Create a Change Event from an Observation
  • Create a Change Event from an RFI
  • Create a Change Event from a T&M Ticket
• Delete a Change Event
• Edit a Change Event
• Export a Change Event
• Record Changes to Production Quantities in a Change Event
• Retrieve a Deleted Change Event
• Search for and Apply Filters to the Change Events Tool
• View a Change Event
• View Change Events Summary
• Void a Change Event

Requests for Quotes (RFQs)

• Create RFQs from a Change Event
• Assign and Send an RFQ to a Collaborator
• Submit a Quote as a Collaborator
• Respond to an RFQ on Behalf of a Collaborator
• Review RFQ Responses
• View, Filter, and Search RFQs

Settings

• Configure Settings: Change Events

Budget

Commitments

• Add a Change Event Line Item to an Unapproved Commitment
• Create a Purchase Order from a Change Event
• Create a Subcontract from a Change Event
• Link a Schedule of Values Item to a Change Event Line Item

Prime Contracts