Change Management -- Owner

Manage all aspects of a change order in a single place with the ability to send RFQs.

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About this course

The Change Events tool allows you to track potential costs by better coordinating the entire change management process.

  • Create a change event based on a Request for Information (RFI) and add line items by cost code
  • Log all change events
  • Create a Request for Quotes (RFQs) email based on a Change Event to your contractors and associate the RFQ with a commitment
  • Review RFQs responses from contractors and then Create a Funding Change Order

Curriculum58 min

  • Using the Change Events Tool
  • The Value of the Change Events Tool 10 min
  • Maintain Budget Codes Across Line Items 10 min
  • Create a Change Event 3 min
  • Create and Send RFQs 2 min
  • Respond to an RFQ 3 min
  • Using the Change Orders Tool
  • The Value of the Change Orders Tool 10 min
  • Create a Commitment Change Order (CCO) 3 min
  • Create a Funding Change Order (FCO) 2 min
  • Updating Change Orders 5 min
  • Review & Resources
  • Change Management Resources & Review 10 min
  • Conclusion

About this course

The Change Events tool allows you to track potential costs by better coordinating the entire change management process.

  • Create a change event based on a Request for Information (RFI) and add line items by cost code
  • Log all change events
  • Create a Request for Quotes (RFQs) email based on a Change Event to your contractors and associate the RFQ with a commitment
  • Review RFQs responses from contractors and then Create a Funding Change Order

Curriculum58 min

  • Using the Change Events Tool
  • The Value of the Change Events Tool 10 min
  • Maintain Budget Codes Across Line Items 10 min
  • Create a Change Event 3 min
  • Create and Send RFQs 2 min
  • Respond to an RFQ 3 min
  • Using the Change Orders Tool
  • The Value of the Change Orders Tool 10 min
  • Create a Commitment Change Order (CCO) 3 min
  • Create a Funding Change Order (FCO) 2 min
  • Updating Change Orders 5 min
  • Review & Resources
  • Change Management Resources & Review 10 min
  • Conclusion

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