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Update contract changes from change events

If you need to edit a contract change (variation) that is linked to a change event, you must edit the change event first, then use the update wizard to keep the contract change in sync.

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

When linked, the contract change becomes read-only to prevent the two becoming out of sync, and a warning icon is displayed on the change event item and contract change item if the values are different.

Using the wizard

The wizard updates the contract change with the latest information in the change event.

  1. Select the change event related to the contract change you need to update.
  2. Click the Actions button on the lower grid.
  3. Click Update Contract Changes.
  4. In the wizard, select the change event items for downstream contract changes using the checkbox on the left.

    Note: Only change event items that are linked to downstream contract pay items will be listed in this step.  
  1. Once you’ve selected all the items, click Next to move to step 2 – select upstream items.
  2. Select the change event items for upstream contract changes using the checkbox on the left.

    Note: Only change event items that are linked to upstream contract pay items will be listed in this step.  
  1. Click Next to move to step 3 – update contract changes.
  2. Verify the details for each contract change that will be updated on the summary screen, and if everything looks correct click Update.

When can you use the update wizard?

The wizard includes change event items with the potential or approved status and are linked to a contract. When updating existing contract changes, the contract change must:

  • Not have a draft version.
  • Be in one of the following statuses:
    • Preliminary – Updates the Requested amount of the linked contract change item.
    • Submitted – Updates the Requested amount of the linked contract change item.
    • Proceed – Updates the Accepted amount of the linked contract change item.

What's next?

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