Tutorials

Change Events

• Add Change Event Line Items
• Add Financial Markup Lines with Revenue ROM to Change Events
• Add Production Quantities to a Change Event
• Add a Related Item to a Change Event
• Clone a Change Event
• Create a Change Event
  • Create a Change Event from an Email
  • Create a Change Event from an Instruction
  • Create a Change Event from a Meeting
  • Create a Change Event from an Observation
  • Create a Change Event from an RFI
• Delete a Change Event
• Edit a Change Event
• Export a Change Event
• Record Changes to Production Quantities in a Change Event
• Retrieve a Deleted Change Event
• View Change Events Summary
• View, Filter and Search Change Events
• Void a Change Event

Requests for Quotes (RFQs)

• Assign a RFQ
• Create RFQs from a Change Event
• Respond to an RFQ as an RFQ Recipient
• Respond to an RFQ on Behalf of an RFQ Recipient
• Review RFQ Responses
• View, Filter and Search RFQs

Settings

• Configure Settings: Change Events

Budget

Commitments

• Add a Change Event Line Item to an Unapproved Commitment
• Create a Purchase Order from a Change Event
• Create a Subcontract from a Change Event
• Link a Schedule of Values Item to a Change Event Line Item

Head Contracts