Page 58 - Unanet AE: Using Project Management

8. Double-click on the Change order. The Update Change Orders window opens.
9. Select the Approve button. A confirmation message displays. Note: You must
be an administrator to see this option.
10. Select the Yes button.
11. Select the X button to close the Change Orders window.
12. Select the WBS button.
13. Select the Code column for 001 Civil.
14. Type 005 in the Code field.
15. Type Add Service in the Name field.

Part 2: Run change order report
1. Navigate to Utilities > Custom Reports. The Custom Reports applet opens.
2. Verify All is selected in the System field.
3. Verify All is selected in the Type field.
4. Type Change Orders in the Name field. The list of reports filters.
5. Double-click Change Orders.
6. Select the Modules/Applets tab.
7. Select the Project Management check box.
8. Select the Permissions tab.
9. Verify that the Administrator check box is selected.
10. Select the Save button.
11. Navigate to Project Management > Change Orders. The Change Orders
window opens.
12. Select the Print button.

Web
Part 1: Request a New Change Order
1. Select Project Central. The Projects applet opens.
2. Select the Back Cove Pedestrian Bridge project.
3. Select the Planning tab.
4. Select Edit > Request change order. The New change order window opens.
5. Select <today’s date> in the Change entry date field.
6. Type Add Service 1 in the Description field.
7. Type 5000 in the Labor Amount field for the Pre-Design phase.
8. Select the Save button.

Part 2: Approve a Change Order
1. Select Edit > View change orders. The Change orders window opens.
2. Select the action menu icon (three dots) > Edit for the change order you
created in part 1. The details display below.
3. Select the Approve button. A confirmation message displays.
4. Select the Yes button.

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