Approvals for Change Events

Note: Before you can submit a Change Event for approval all Item Codes must be allocated

Now Change Events must be approved before they can be accepted and merged into the project Scope. The Threshold for Approvals are based on the "Cost" or "Price" change. Approvers are based on whoever is assigned to the following roles under "Settings":

For BOOL/BOYL:

      For VPO Change Events with No Contingency Used

For Non-VPO Change Events with No Contingency Used

 Note: VPO Change Events are ones that have a reason code that starts with "VPO -"

For Change Events where Contingency is used

For HBL:

 Note: For HBL projects the Accountant will only need to approve if the CE is Homeowner Chargeable and will result in a Change Order 

To Submit a Change Event for Approval

When you submit for approval you will see the list of approvals in the modal as shown below. Click submit and those approvals will show up on their dashboard

Once you click Submit you will see the Approval Order and Status. You will also have the opportunity to "Retract Approval"

To Approve the Change Event:

Users can see all of their outstanding Approvals from Personal Dashboards. Just navigate to your Dashboard and then the Approvals tab. If you check the box to the left of an Approval then you will have the option to "Reject", "Request Changes" or "Approve".

If you decide to Request Changes then you will have the option to leave a comment on the Change Event

Note: Approvals are Final and cannot be retracted once you have approved

Making any Requested Changes

If Changes are Requested a Notification will be sent and in the Change Event the user can click "View Approval Request" to see the status and any comments:

Once all Changes have been made then the user can Re-Request Approval for this Change Event. When all users have approved then the Change Event will be marked as Accepted and all changes merged into the budget and project scope.

Quick Video Tour of Change Event Approvals

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