Change Orders - Revision history

BurnsD: /* Managing Change Order Approvals */

2025-12-08T21:47:58Z

Managing Change Order Approvals

BurnsD: /* Managing Change Order Approvals */

2025-12-08T21:42:13Z

Managing Change Order Approvals

BurnsD: /* Appendix A */

2025-12-08T21:36:34Z

Appendix A

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McGowanR: Funding field is no longer shown on the screen in APCM, Related bullet point removed from the following sections [ Adding New Items to Contract with a Change Order, Adding Unattached Items, Modifying Contract Items (Modified Orginals)]

2024-06-20T15:57:25Z

Funding field is no longer shown on the screen in APCM, Related bullet point removed from the following sections [ Adding New Items to Contract with a Change Order, Adding Unattached Items, Modifying Contract Items (Modified Orginals)]

McGowanR: /* Adding Unattached Items */ Updated to content related to verifying funding source.

2024-04-15T17:12:06Z

Adding Unattached Items: Updated to content related to verifying funding source.

McGowanR: /* Modifying Contract Items (Modified Originals) */Updated to content related to verifying funding source.

2024-04-15T17:09:59Z

Modifying Contract Items (Modified Originals): Updated to content related to verifying funding source.

McGowanR: /* Adding New Items to a Contract with a Change Order */ Updated to content to related to verifying funding source.

2024-04-15T17:06:28Z

Adding New Items to a Contract with a Change Order: Updated to content to related to verifying funding source.

BurnsD: /* Adding New Items to a Contract with a Change Order */

2022-09-29T17:36:13Z

Adding New Items to a Contract with a Change Order

BurnsD: /* Modifying Contract Items */

2022-09-29T14:58:21Z

Modifying Contract Items

McGowanR: /* Adding a Change Order to a Contract */

2021-10-13T17:17:38Z

Adding a Change Order to a Contract

@@ Line 465: / Line 465: @@
 </div>
 To add approval groups to a change order:
@@ Line 470: / Line 471: @@
 .	Click the '''Approval Tracking''' tab.
-.	Click the list Actions button on the '''Add Approval Group''' and select the '''Assign Default Approval Groups''' action.
+.	Click the '''Add Approval Group''' button.
 [[File:Change Orders Picture11.png|center]]
-'''Depending on your role''', you may be able to manually add one or more approval groups to the change order and override the default approval structure. Although, this should not be necessary.
+.	Search for and select the reference approval group(s) to add.
 .	In the '''Override Comments''' field, enter information about why the approval groups are being added.
 .	Click the '''Save''' button.

@@ Line 451: / Line 451: @@
 ==Managing Change Order Approvals==
-<p style="color:green"><i>When a user submits the change order for approval, the system automatically adds the default approval groups before changing the change order's status to Pending Approval. The system does this based on the Change Order Type field selected on the general tab. The steps described in this section should only be followed if the default approval groups need to be modified in some way.
+<p style="color:green"><i>When a user submits the change order for approval, the system automatically adds the default approval groups before changing the change order's status to Pending Approval. The system does this based on the Change Order Type field selected on the general tab. See [https://mdotwiki.state.mi.us/aashtoware/index.php/Change_Orders#Appendix_A Appendix A] for pre-programmed workflows. The steps described in this section should only be followed if the default approval groups need to be modified in some way.
 </i>
 </p>
@@ Line 460: / Line 460: @@
 ! '''NOTE'''
 |-
-|Only follow these steps to manually add or modify the change order approval groups.
+|Only follow these steps if you need to manually add or modify the pre-programmed change order approval groups. See [https://mdotwiki.state.mi.us/aashtoware/index.php/Change_Orders#Appendix_A Appendix A] for pre-programmed workflows.
 |-
 |}
@@ Line 492: / Line 492: @@
 <!-- *********************************************************************************
 *********************************************************************************-->
 ==Submitting a Change Order for Approval==

@@ Line 213: / Line 213: @@
 <li>'''Contract Item Line Number''' - verify or modify the contact item line number.</li>
 <li>'''Quantity''' -enter the number of units of the item that are required.</li>
 <li>'''Unit Price''' - enter the unit price for the item at the contract project level.</li>
 <li>'''Supplemental Description''' - enter an additional description for the item, if appropriate.</li>
@@ Line 274: / Line 273: @@
 <ol style="list-style-type:lower-alpha">
 <li>'''Quantity''' - enter the number of units of the item that are required.</li>
 <li>'''Unit Price''' - enter the unit price for the item at the contract project level.</li>
 <li>'''Supplemental Description''' - enter an additional description for the item, if appropriate.</li>
@@ Line 324: / Line 322: @@
 <li>'''Project Item Line Number''' - verify or modify the project item line number.</li>
 <li>'''Quantity''' - enter the number of units of the item that are required.</li>
 <li>'''Item Reason''' - click the drop-down arrow and select the reason for adding the item.</li>
 <li>'''Contractor''' - click the drop-down arrow and select the appropriate contractor.</li>

@@ Line 274: / Line 274: @@
 <ol style="list-style-type:lower-alpha">
 <li>'''Quantity''' - enter the number of units of the item that are required.</li>
-<li>'''Funding''' - click the drop-down arrow and select the appropriate fund package.</li>
+<li>'''Funding''' - The funding field will auto select the correct funding source. You must reselect to verify the funding.</li>
 <li>'''Unit Price''' - enter the unit price for the item at the contract project level.</li>
 <li>'''Supplemental Description''' - enter an additional description for the item, if appropriate.</li>
@@ Line 298: / Line 298: @@
 <!-- *********************************************************************************
 *********************************************************************************-->
 ==Modifying Contract Items (Modified Originals)==

@@ Line 327: / Line 327: @@
 <li>'''Project Item Line Number''' - verify or modify the project item line number.</li>
 <li>'''Quantity''' - enter the number of units of the item that are required.</li>
-<li>'''Funding''' - click the drop-down arrow and select the identification name or number for the fund package.</li>
+<li>'''Funding''' - The funding field will auto select the correct funding source. You must reselect to verify the funding.</li>
 <li>'''Item Reason''' - click the drop-down arrow and select the reason for adding the item.</li>
 <li>'''Contractor''' - click the drop-down arrow and select the appropriate contractor.</li>

@@ Line 183: / Line 183: @@
 </p>
 .	Click the '''New Items''' tab.
@@ Line 228: / Line 236: @@
 <!-- *********************************************************************************
 *********************************************************************************-->
 ==Adding Unattached Items==

@@ Line 297: / Line 297: @@
-==Modifying Contract Items==
+==Modifying Contract Items (Modified Originals)==
 <p style="color:green"><i>Contract items are items that are already associated with this contract but need to be added to one or more additional projects or categories. Previously these were called modified original items.
@@ Line 347: / Line 347: @@
 <!-- *********************************************************************************
 *********************************************************************************-->
 ==Adjusting Contract Time with a Change Order==

@@ Line 7: / Line 7: @@
 </p>
-==Adding a '''Change Order''' to a Contract==
+==Adding a Change Order to a Contract==
-.	Navigate to the Change Order component.
+.	Navigate to the '''Change Order''' component.
@@ Line 54: / Line 54: @@
 <!-- *********************************************************************************
 *********************************************************************************-->
 ==Change Order Explanations==