Difference between revisions of "Scope Changes"

Latest revision as of 11:47, 16 May 2024

This page is under construction.

1. Scope Change and Time Sheet

1.1. Duplicate or Create New Scope Change or Mark Planned Work as Time Sheet

   - Scope changes or additional works can be created by duplication or by creating new scope changes.
   - Planned works based on unit or hourly rates can be marked with “Enable Timesheets” in the Activity Detail.
   - Contractors can then insert timesheets and track planned costs.
   - If additional work is found during execution, an existing operation can be duplicated in the Operation details page.
   - Creating new scope changes can be done with the button on the top of a Work order in Operation list/Gantt View.

1.2. Details of Scope Change

   - The Operation Nr consists of Work order/Project number + 4 digits for the Operation.
   - Activity code can be selected from all Activity Codes.
   - The Scope Change Nr is automatically created.
   - Operation details are copied from the Work order and are available like a planned Operation.
   - The estimated price is in € or in project defined Currency.
   - The agreed price type can be Fix Price, Unit Rate price, or hourly Rates.
   - Additional information for the Scope Change can be put in the Scope Change Description and Attachment.

1.3. Authorities on Scope Change

   - Different authorities have different rights for scope changes, including creating, issuing, technical approval, and financial approval.
   - Technical Approvers can change certain details but cannot change estimated price and price type.
   - Financial Approvers can change all details including estimated price and price type.
   - Clarification meetings can be requested by Financial Approvers.

1.4. Approval Workflow for Scope Change

   - A workflow including Create, Issue, Technical Approve, and Financial Approve has to be run through for scope changes.
   - After technical or financial declining, the workflow is stopped and cannot be started again.

1.5. Upload Timesheet and Settle Cost

   - Costs can be settled in the Timesheet area/tab for hourly/unit rates and planned works with enabled timesheets if it is financial approved.
   - Fix price cost is visible after financial approval as cost.

1.6. Overview of Scope Changes and Time Sheets

   - Overview of Scope Changes differs according to authorizations and companies.
   - Contractors can only see their scope changes and not others.
   - Sorting is possible according to Tag Nr or Work order/Project Number.
   - The status shows if it is a Timesheet or if the Scope Change is Created, Issued, Technically Approved or Declined, Financial Approved or Declined.
   - The Filter allows filtering by various criteria such as Plant, Responsible Contractor, Scope Change Type, etc.
   - More than one option can be selected for filtering.
   - Related Work orders can be filtered with the “Apply” Button on the top after the selection is done.

This page is under construction.