Change Settings

List of available settings for Changes.

Note: Only Project Administrator or Software Administrators can configure the settings.

 

From the Administration menu, select Settings. The Settings page displays.

• A. Global Settings

• B. Project Settings

• C. Default or Custom Settings

Tip: You can also access Settings from the Collapsed Menu.

 

To learn how to configure these settings, see Default or Custom Settings:

Setting Name	Description
Default Reason	Default Reason text, as set in the setting, is pre-populated into the Reason field when creating a new Change.
Disclaimer for Changes - "Contract" Contract	When a "Contract" Type Contract is selected, this disclaimer is displayed on the printed form of all previous and newly created Changes.
Disclaimer for Design Change Orders	The disclaimer displayed on the printed form of all previous and newly created Design Change Orders.
Document to Issue	List of options displaying in the Document to Issue drop down field within a Change.
Internal Reason Codes	List of options displaying in the Internal Reason Code drop down field.
Reason Codes	List of options displaying in the Reason Code drop down field within a Change, Change Directive and Change Request.
Require a Description and Reason	Requires the description and reason fields be included as mandatory fields.
Require Approval Workflow	Require all Changes be Issued to the Owner for Approval. Alters the default workflow of a Change whereby the Change must be Approved before it can be linked to a Change Order
Require at least one Discipline	Requires the discipline selection be included as a mandatory field.
Require Change Estimate Process	Requires the Subconsultant to specify Change Estimate values (Consultant Cost and Contractor Estimate) prior to issuance of a Consultant Recommendation.
Require Code	Requires the code field to be included as a mandatory field.
Require Internal Code	Requires the internal code be included as a mandatory field.
Threshold for Requiring Change Request	Determine the Contractor Estimate threshold for requiring a Change Request to be issued before the Change can be Issued for pricing.