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Scope Changes

595 bytes added, 20 January
/* Overview of Scope Changes and Time Sheets */ fixed broken link
{{UnderConstructionStart}}Scope Change management describes the process of managing changes in the project scope and includes the identification, analysis, and control of change requests as the project progresses. This generally involves adjusting the cost, budget, time, team, fees, deliverables, and/or the project schedule. The aim is to achieve project goals according to plan and at the same time minimize possible risks.
==== Creating a Scope Change ====A Scopechange is Scope Change/Additional Work can be created in two ways;* '''Duplication of an existing Operation''' using the term given to work that exceeds ''Duplicate as Scope Change'' button found in the original scope determined during bottom right of the turnaround planning phase[[Turnaround_Wallpaper#Navigation_to_Operation_Details|Activity Details]] area. When technicians have to undertake additional work due to unexpected requirements * '''Creation of maintenance or repair, this additional work must be logged as a new Operation''Scopechange'using the ' 'Create New Scope Change'' button found in the top bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].An active internet connection is required, as the server must generate a Scope Change Number and negotiated with autofill the project leadershiprelevant details from the original operation and/or workorder.
=== Duplicate or Create New Scopechange ===
A Scopechange/Additional Work can be created in two ways;
* '''Duplication of an existing Operation''' using the ''Duplicate as Scopechange'' button found in the bottom right of the [[Turnaround_Wallpaper#Navigation_to_Operation_Details|Activity Details]] area.
* '''Creation of a new Operation''' using the ''Create New Scopechange'' button found in the top bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].
An active internet connection is required, as the server must generate a Scopechange Number and autofill the relevant details from the original operation and/or workorder.
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'''Scopechange [[File:SC_Indicator.png|800px|thumb|Scope Change operations are marked with the above indicator in both the Workorder and Operation views]]Scope Change creation is limited to users with the admin necessary user grouprights.'''After creation, it the Scope Change must be financially approved before Progress can be reported in the same manner as for planned Activities (from 0 to 100%). <br>
[[File:SC_Indicator.png|800px|thumb|none|Scopechange operations are marked with the above indicator.]]
[[Category:MaTaP|== Scope Changes]]Change Details ==[[Category:MaTaP UWP|As mentioned above, the client takes care to copy over relevant data from the parent workorder and duplicated operation, when appropriate.* The '''Workorder Details''' are copied over from the parent.* A unique '''Scope Change Number''' is assigned by the server.* On the right side of the page, a longer '''Scope Changes]]Change Description''', and attachments, can be added to further describe the work.
=== Mark Planned Work as Timesheet-Enabled ===<br>While contract negotiation is outside of the scope of the MaTaP tool, certain operations are eligible for Unit or Hourly rates billing rates[[File:SC_Tab.png|800px]]<br>
An admin with ==== Operation Details ====For new Scope Changes, the Activity Code of ''Scope Change (scocha)'' is assigned by default, and 4 digits for the Operation Number need to be assigned by the correct user rights can use .For duplicated Scope Changes, the Activity Code, Operation Number, and Operation Description are copied over from the original. * The ''Enable Timesheets'Operation Description' button, found in '' should be altered to describe the work concisely.* The user should adjust the '''Operation Number''', adding +4 digits for a sub-operation if required.** Example: 88290234 0040 0000 * The '''Activity Details area Code''' can be selected out of an operationthe full list of Activity Codes.* The user's company is assigned as the '''Contractor'''.
[[File:SC_TSIndicator==== Price Details ====* '''Price Type''' indicates whether the Scope Change shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.png|800px|thumb|none|Timesheet operations are marked ** Operations with a Unit Rate or Hourly price type require the above indicator.attaching of [[Time_Sheets]]for budgetary tracking.* The '''Estimated Cost''' gives an indication of how much the work should cost overall.* The '''Early Start''' date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.* The '''Late Finish''' date is also copied over from the Workorder, however, it can be altered.* The '''Affects Schedule''' checkbox should be checked on, for yes, if necessary.
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Once Timesheets are enabled, a dedicated tab is added to the Activity Details area where contractors can attached documents to log their work.
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[[File:SC_TStab.png]]
A new Timesheet All of the above details, aside from the unique Scope Change Number and Early Start, can be added by clicking altered given the ''Add Timesheet'' buttoncorrect user rights. ThenHowever, for each added Timesheet, the contractor must input the Cost these properties become fixed and a brief Description of their work. The cost of all attached invoices is tracked as can no longer be edited once the Scope Change has reached ''Running CostFinancial Approval'' on that operationstatus.<br>
[[Category:MaTaP|Scope Changes]]
[[Category:MaTaP UWP|Scope Changes]]
== Scopechange Details Approval Workflow for Scope Changes ==As mentioned above, the client takes care to copy over relevant data from the parent workorder and duplicated operation, when appropriate.* The Workorder Details are copied over from the parent.* A unique Scopechange Number is assigned by the server.* On the right side lifecycle of the page, a longer ''Scopechange Description'', Scope Change includes a workflow with fixed stages of negotiation and attachments, approval that need to be completed before work can be added to further describe undertaken by the workcontractor.
==== Operation Details ====For new Scopechanges, the Activity Code of ''[[File:SC_Workflow.png|800px|thumb|none|A Scope Change (scocha)'' is assigned by default, and 4 digits for the Operation Number need to be assigned by the user.For duplicated Scopechanges, the Activity Code, Operation Number, and Operation Description are copied over from the originalwith all approval stages cleared. * The Operation Description should be altered to describe the work concisely.* The user should adjust the Operation Number, + 4 digits for a sub-operation if required.* The Activity Code can be selected out of the full list of Activity Codes. '''Select only already used ones for this projectcompany, otherwise, it will be maybe not visualized.''' * The user's company and timestamp is assigned as the Contractordisplayed for every stage advancement.]]
==== Price Details ====
* Price Type indicates whether the scopechange shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.
* The Estimated Cost gives an indication of how much the work should cost overall.
* The Early Start date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.
* The Late Finish date is also copied over from the Workorder, however, it can be altered.
* The Affects Schedule checkbox should be checked on, for yes, if necessary.
** '''If the Scopechange will indeed affect the schedule, it can be specified how many hours (Duration), multiplied by how many people (Resources) will be required. The total is calculated by the client.'''
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All of the above details, aside from the unique Scopechange Number and Early Start, can be altered given the correct user rights.
However, these properties become fixed and can no longer be edited once the Scopechange has reached ''Financial Approval'' status.
{{Attention|If a Scope Change is Declined during the Technical or Financial approval phases, the workflow is terminated. Declined Scope Changes are still visible in the wallpaper, but cannot be edited or advanced. A new Scope Change must to be created if necessary.}}
== Authorities on Scope Changes ==
== Approval Workflow for = Scope Changes Change User Rights ===Scope Change creation is a priviledged action and can only be performed with certain user rights. The table below describes the various levels of permissions in descending order.Permissions are only available during a certain phase (for example, Issuer rights during the Issuing phase) and the phase ends when the status is advanced to the next phase.
{| class== Uploading Time Sheets "wikitable"|-! Role !! Phase !! Editable Details !! Buttons|-|'''Financial Approver'''| (4th) Financial Approval|* Can edit all properties the Issuer can, including Estimated Price and Cost Settling ==Price Type. | * '''Approve''' or '''Decline''' the Scope Change financially.* '''Request TA Clarification''' Meeting or reset the request afterwards.|-|'''Technical Approver'''| (3rd) Technical Approval|* Can change properties listed below for Scope Changes '''within their own company'''.* Can edit all properties the Issuer can, '''except''' Estimated Price and Price Type.| * '''Approve''' or '''Decline''' the Scope Change technically.|-|'''Issuer'''| (2nd) Issuing|* Can change Workorder/Operation Numbers, Operation Description, Activity Code, Affected time schedule, Late Finish date, Estimated Price and Price Type.| * '''Issue''' the Scope Change, effectively confirm of the creation of a new operation.|-|'''Creator'''| (1st) Creation|* Can create/duplicate Scope Changes '''without''' editing any properties.* Can edit Scope Change Description and add Attachments, as these actions are available to all users.| * '''Create''' New Scope Change or '''Duplicate''' as Scope Change buttons (found on Workorder or Operation views).|}
== Overview of Scope Changes and Time Sheets ==
= Cut Content =
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{{Attention|This page is under construction.}}
1. '''== Overview of Scope Change Changes and [[Time Sheet'''Sheets]] ==By selecting the "Scope Changes" tile (lilac with a thumbs up/down symbol) from the client sidebar or the start area, the client will navigate to the Scope Changes overview screen. The overview page displays all Scope Changes a particular user is permitted to view, as well as Operations for which payment by Timesheet is agreed (ie. of payment type Hourly Rate or Running Cost).
1.1. '''Duplicate or Create New Scope Change or Mark Planned Work {{Attention|Only Operations within the same company 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 logged in Operation list/Gantt Viewuser are displayed.}}
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|[[File:SC_Overview.png|1000px]]
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 The list is can be run through for scope changes. - After technical sorted by Tag Number (default) or financial declining, the workflow is stopped and cannot be started againWorkorder Number.
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.
1.6From left to right, the various columns for each item display:* '''Clarification meeting''' needed / resolved. * '''Tag''' / '''Workorder''' / '''Overview of Scope Changes Change Numbers''', and Time Sheets''' - Overview of Scope Changes differs according to authorizations and companiesChange Description''' below. - 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 * '''Status''' if it is a Timesheet or if the Scope Change , or '''[[Time Sheets|Time Sheet]]''' indicator if it is not.** Possible statuses are Created, Issued, Technically Approved or / Declined, Financial Financially Approved or / Declined. - The Filter allows filtering by various criteria such as Plant* '''Activity Number''' and '''Description''', and '''Responsible Contractor, Scope Change Type, etc''' company below. - More than one option can be selected * '''Cost''' status of the Operation, with budgetary information for filteringHourly Rate / Running Cost operations with a set price. - Related Work orders can be filtered with the “Apply” Button on the top after the selection is done** Within budget: blue, close to budget: orange, over budget: red.* '''Gantt''' chart. <br>
{{Attention=== Filtering ===Similar to the [[Turnaround_Wallpaper#Advanced_Sorting_and_Filtering|This page is under constructionTurnaround Wallpaper]], the filtering panel can be brought in from the right to narrow down the displayed list based on desired parameters.}} Operations can be filtered by Plant, Responsible Contractor, Scope Change Type, Tag Number, Workorder/Project Number, Scope Change Status, TA Meeting Status, Price Type, Workorder Number, Scope Change Number, Scope Change Description, Budget condition (>80%, >100%), and Technical or Financial Approver. <br> {{UnderConstructionEndHint|Filtering for a Technical or Financial Approver implies that a Scope Change has reached at least either stage.}} Helpful tips for filtering:* More than one option can be selected for a single filter. ** For the text input filters, additional search values can be added using the “;” (semicolon).* Text input is not case sensitive, and does not require the full text as a search string.   After selecting all desired filters, the '''Apply''' button should be used.<br>'''Clear All''' can be used to reset all filters.
[[Category:MaTaP|Scope Changes]]
[[Category:MaTaP UWP|Scope Changes]]
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650
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