D1.6a: Manually Merge Change Order

 

Description

The Idea Creator creates an Change Order in Clarity.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Create Change Order.

  1. Click Ideas Icon.

  2. Select Basic Idea View.

  3. Click New from Template button.

 

Step 3: Select Template.

  1. Select the correct Change Order Template from the list.
  2. Click Next Button

Step 4: Enter Idea Details.

  1. Enter Subject of Change Order.
  2. Select Originating Requestor from drop-down list.
  3. Select Requestor Area from drop-down list.
  4. Select Manager from drop-down list.

Verify Portfolio.

 

  1. Select Park/Gate from drop-down list.
  2. Select Land from drop-down list.
  3. Enter Start Date and Finish Date from date picker.
  4. Select Fiscal Year from drop-down list.
  5. Select Tied to Fiscal Year from drop-down list.
  6. Enter the Deliverables associated with this Idea.
  7. Select Department (Cost Center) if needed from drop-down list.
  8. Confirm the Finance person for the project from the drop-down list.
  9. Select the Parent Design Services Project.

The one that is already converted to link the associated Ideas and Change Order together.

 

  1. Click Create.

 

 

Step 4: Enter Scope Items.

  1. Click Scope Items tab.
  2. Select Scope Items View from drop-down list.
  3. Click the Add Row button.
  4. Select Scope Items from drop-down list. Repeat for each needed Scope Item.

You can search for Scope Items by typing in the search.

 

 

Step 5: Enter Scope Statement.

  1. Click Scope Statement tab.
  2. Select Scope Statement from the View drop-down list.
  3. Make any updates needed to the Scope Statement document.

This will comprise the body of the Email.

 

 

Step 6: Enter Estimate.

  1. Click Estimate tab.
  2. Select Standard View from drop-down list.
  3. Enter in the Hours for each Discipline.

 

Step 7: Verify GR% and Estimate Values.

  1. Click Properties tab and confirm the GR%.
  2. Confirm Total Cost Sum.
  3. Confirm Total Estimate.

If the amounts need to be updated navigate to the Estimates Tab.

 

 

  1. Click Actions button.
  2. Click Send Estimate.