Subcontract Management - Revision history

Siyuan wei at 15:44, 16 February 2023

2023-02-16T15:44:58Z

← Older revision		Revision as of 15:44, 16 February 2023
Line 1:		Line 1:
	~~{{Uses TemplateStyles\|Template:Key press/styles.css}}~~
	<templatestyles src="Key press/styles.css"/>		<templatestyles src="Key press/styles.css"/>
	== Introduction ==		== Introduction ==

Siyuan wei: /* 2. Approve the Subcontract and Interface: */

2023-01-20T22:13:51Z

2. Approve the Subcontract and Interface:

← Older revision		Revision as of 22:13, 20 January 2023
Line 27:		Line 27:

	==== 2. Approve the Subcontract and Interface: ====		==== 2. Approve the Subcontract and Interface: ====
	''This might also be related to '''[[Sending Subcontract using DocuSign]]'''.''		''This might also be related to '''[[Sending Subcontract using DocuSign]]'''.''<br>

	Once your subcontract is ready to be sent out, you will need to approve the subcontract line so it can be interfaced to accounting modules to further process for billing. Once interface is completed, the subcontract can no longer be deleted.		Once your subcontract is ready to be sent out, you will need to approve the subcontract line so it can be interfaced to accounting modules to further process for billing. Once interface is completed, the subcontract can no longer be deleted.
	[[File:PM Subcontracts - Approve.gif\|frame\|center\|pm subcontracts - approve]]		[[File:PM Subcontracts - Approve.gif\|frame\|center\|pm subcontracts - approve]]

Siyuan wei: /* 2. Approve the Subcontract and Interface: */

2023-01-20T22:13:41Z

2. Approve the Subcontract and Interface:

← Older revision		Revision as of 22:13, 20 January 2023
Line 27:		Line 27:

	==== 2. Approve the Subcontract and Interface: ====		==== 2. Approve the Subcontract and Interface: ====
	Once your subcontract is ready to be sent out, you will need to approve the subcontract line so it can be interfaced to accounting modules to further process for billing. Once interface is completed, the subcontract can no longer be deleted.		''This might also be related to '''[[Sending Subcontract using DocuSign]]'''.''
			Once your subcontract is ready to be sent out, you will need to approve the subcontract line so it can be interfaced to accounting modules to further process for billing. Once interface is completed, the subcontract can no longer be deleted.
	[[File:PM Subcontracts - Approve.gif\|frame\|center\|pm subcontracts - approve]]		[[File:PM Subcontracts - Approve.gif\|frame\|center\|pm subcontracts - approve]]

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T21:13:06Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 21:13, 20 January 2023
Line 34:		Line 34:

	==== 3. Generate a Subcontract Revision: ====		==== 3. Generate a Subcontract Revision: ====
	''This section might be related to [[Project Change Management\|Project Change Management]].<br>''		''This section might be related to '''[[Project Change Management\|Project Change Management]]'''.<br>''

	When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.		When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T21:12:54Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 21:12, 20 January 2023
Line 34:		Line 34:

	==== 3. Generate a Subcontract Revision: ====		==== 3. Generate a Subcontract Revision: ====
	This section might be related to [[Project Change Management\|Project Change Management]].		''This section might be related to [[Project Change Management\|Project Change Management]].<br>''

	When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.		When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.
	[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]		[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T21:12:34Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 21:12, 20 January 2023
Line 34:		Line 34:

	==== 3. Generate a Subcontract Revision: ====		==== 3. Generate a Subcontract Revision: ====
			This section might be related to [[Project Change Management\|Project Change Management]].
	When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.		When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.
	[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]		[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T21:08:18Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 21:08, 20 January 2023
Line 36:		Line 36:
	When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.		When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.
	[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]		[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]

			Once the line item is generated, you can start putting in the change to the scope of work. Similarly, if you intent to track progress separately, input items as a new SLitem.
			[[File:PM Subcontracts - input revision items.gif\|frame\|center\|PM Subcontracts - input revision items]]

	==== 4. Approve the Revision and Interface: ====		==== 4. Approve the Revision and Interface: ====
	Once the revision is ready, you can approve and interface, similarly to the Subcontract Generation.		Once the revision is ready, you can approve and interface, similarly to the Subcontract Generation.

Siyuan wei: /* 4. Approve the Revision and Interface: */

2023-01-20T21:06:46Z

4. Approve the Revision and Interface:

← Older revision		Revision as of 21:06, 20 January 2023
Line 38:		Line 38:

	==== 4. Approve the Revision and Interface: ====		==== 4. Approve the Revision and Interface: ====
			Once the revision is ready, you can approve and interface, similarly to the Subcontract Generation.

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T20:47:52Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 20:47, 20 January 2023
Line 34:		Line 34:

	==== 3. Generate a Subcontract Revision: ====		==== 3. Generate a Subcontract Revision: ====
	When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision.		When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision. Select the subcontract you want to generate revision on by pressing {{key press\|F4}}.
	[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]		[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]

	==== 4. Approve the Revision and Interface: ====		==== 4. Approve the Revision and Interface: ====

Siyuan wei: /* 3. Generate a Subcontract Revision: */

2023-01-20T20:45:04Z

3. Generate a Subcontract Revision:

← Older revision		Revision as of 20:45, 20 January 2023
Line 34:		Line 34:

	==== 3. Generate a Subcontract Revision: ====		==== 3. Generate a Subcontract Revision: ====
			When there is a change to subcontractor's scope of work, we will need to issue a subcontract revision. This can be done through "PM Subcontract Change Order" module. Once the module is loaded up. you can generate a new revision.
			[[File:PM Subcontracts - Generate New Revision.gif\|frame\|center\|PM Subcontracts - Generate New Revision]]

	==== 4. Approve the Revision and Interface: ====		==== 4. Approve the Revision and Interface: ====