Changes
Created page with "{{Attention|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''' -..."
{{Attention|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.
{{Attention|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.
{{Attention|This page is under construction.}}
