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

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

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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Using Change Management in Primavera Contract Management

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