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Create a change event

The change event wizard takes you through the steps required to create a change event and add the required details.

Required permissions
Change Management: Change Events – Read, Update, Create, Delete
Change Management: Upstream Contract Changes – Read, Update, Create, Delete
Change Management: Downstream Contract Changes – Read, Update, Create, Delete
Execute/Approve permission is required to approve records

The wizard includes steps for both downstream and upstream contracts, and lets you capture the cost and budget changes. The change event can be edited after the wizard is compete if you need to add or modify anything.

Using the wizard

  1. From the change events page, select the add icon to launch the wizard.
  2. Fill in all required fields. The Event No. field is automatically filled in but can be modified.
     
    Note: you can click Finish at any time after you complete the required fields on Step 1 in the wizard.
  1. Click Next to move to step 2 – downstream contracts.
  2. Select the downstream contracts that are affected by the change. By default, one change event item is created for each downstream contract selected. The change amounts are entered in the cost estimate step.
  1. Click Next to move to step 3 – upstream contracts.
  2.  Select the upstream contracts that are affected by the change. If the project has only one upstream contract, it will be selected by default. If the subject project does not contain any upstream contracts this step will not be displayed. The amounts are entered in the budget estimates step.
  1. Click Next to move to step 4 – cost estimates.
  2. Enter the cost estimate amounts for any downstream contracts that were selected, plus add additional items to the change event if required. You also have the option to specify if the ETC (FCC) will decrease (drawdown) by the cost estimate amount for downstream contracts and whether markup will be added.
  1. Click Next to move to step 5 – budget estimates.
  2. Add any additional items to adjust your budget or forecasts or add additional contract related items on the cost worksheet. 

    Note: This is where you enter the budget estimate amounts against any upstream contracts that were selected, plus new items added in step 4. You can also add items on this step, however they will have a 0 cost estimate amount. You have the option to specify if the ETC (FCC) will increase by the budget estimate amount for upstream contracts, and whether markup will be added.
  3. Once you’ve finished adjusting, click Finish to create the change event. You can then add or modify the data in the change event grid. 

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