using change management in primavera contract management


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Using Change Management in Primavera Contract Management

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Using Change Management in Primavera Contract Management

Sunny Bains

Janette Caceres

Senior Technical Support Engineers


AGENDA

Change Management Process

Defining Reason Codes

Initiating Change Management from other Documents

Adding Change Documents / Proposals / Change Orders

Generating Change Documents from Change Management

Applying Markup

Collecting into Change Orders

Approving Change Orders

Costing

Entering Change Orders / Proposals without Using Change

Management


Contracts and Purchase Orders often change

Change Management automates the Change Process

Change Management is a workflow process

Change Management


Change Management is a Workflow Process


Create customized workflow with Change Management

Helps simplify the Change process

One location to enter all necessary information

Change Management


Change Management Document


Project Settings


Document Setup


Adding a Custom Document Type


New Custom Document Type Added


Clearing Phases of Change Management


Calculating Net Amount of Previous Change


Calculating Net Amount of Previous Change

If calculating based on Change date:

Date is the primary sort with the change number as a secondary sort

for changes created on the same day.

Changes must be approved in sequence by date for the Net Amount of

Previous Change to be calculated accurately.

If calculating based on Change number:

The date of the Change documents will be ignored.

Changes must be approved in sequence by number for the Net

Amount of Change to be calculated accurately.

Note: Pending changes included in the calculation follow the same

rules


Contract Management User Levels

Contract Management Administrator

- Full Access Rights to all projects

Project Administrator

- Full Access Rights to currently assigned projects

Regular User

- Administrator defined Access Rights


Restricting Access to Change Management


Project Access Dialog Box


Defining Reason Codes

Add change reasons for Change Management

Use the reasons for filtering grouping and sorting


Reason Codes


Adding and Deleting Reason Codes


Change Management Log Window


Change Management Document


Adding a Change Management Document

From Change Management module

From other document types:

- Daily reports

- Meeting minutes

- Notepads

- Noncompliance notices

- Notices

- Punch lists

- Request for information RFI

- Trends

- Contracts


Initiating Change Management (CM)


General Tab


Status Tab


Details Tab


Remarks Tab


Budgeted Tab


Commitments Tab


Documents by Phase


Adding Commitments


Add Multiple Estimates


Add Multiple Estimates Window


Multiple Estimates Added


Copy Commitments to Budgeted


Copy Commitments to Budgeted Window


Deleting Generated Proposal/Change

Documents

Documents created via Change Management can not be deleted

outside of Change Management

Document can not be deleted if later phases have been generated

from it.


Deleting Change Management Document


Costing information assigned to generated documents

Post to any portion of the Cost Worksheet

Costing Generated Documents


Including Changes on the Cost Worksheet


Proposed change orders (PCO)

Change order requests (COR)

Estimates (EST)

Request for proposal (RFP)

Proposals: Seek for a bid to perform a specific activity/change

Change Orders: Specify a redirection of plans or introduce new items to

show approved increases/decreases

Proposals & Change Orders


What can we do with Markup?

Have different Markup values based on total labor, material, and

equipment costs

Set default values for overhead and profit, but you can also add

additional Markup values for each document

Assign Markup categories using a percentage rate or a flat amount

with both types

Set Markup values at the contract or purchase order level, similar to

requisitions

Specify the target cost code to which you want to apply the Markup

amount


Markup from Collected Documents


Cost Worksheet


Markup for Changes


Adding a Change Order Outside of Change Management

Enable setting in Project Settings dialog box

Need to have collected at least one Change Order document


Document Creation Outside of CM


Change Order Document


Change Order Summary Tab


Markup for Changes


Collected Changes


Line Items Tab


Details Tab


Approval Process


Multiple Reviewer Process


Approving Change Orders


Getting Approved Change Order in to Requisition



Collect costs from pending Change Orders

Multiple Changes from one Contract into one Change Order


Line Items Tab


Collecting Change Orders


Collect from Changes option only available if created

outside of Change Management

Change Order must not have been collected before

Change Order should not have status of Approved,

Closed or Rejected

Status of Change Order collected in to another Change

Order gets set to Closed



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