Change Order Proposals (Budgeted) Workflow Settings

In this topic, we'll show you how to setup a custom workflow for the Change Order Proposals (Budgeted) process. You can customize the Change Order Proposals (Budgeted) workflow to suite your project’s needs.

Every company can have its own custom Change Order Proposals (Budgeted) Workflow in a project. So, the Change Order Proposal (Budgeted) Workflow for company A can be different than that of company B. For instance, the workflow for a Change Order Proposal (Budgeted) sent by company B to company C can be different than what it is for the company A sending a Change Order Proposal (Budgeted) to company C. Also, the workflow for a Change Order Proposal (Budgeted) sent by company B to company D can be different than what it is for the company B sending a Change Order Proposal (Budgeted) to company C. The workflows can be easily setup in advance and automated using the Custom Workflows feature. You can also choose which companies can send Change Order Proposals (Budgeted) to which other companies on the project.

From the Change Order Proposals (Budgeted) Dashboard

  1. Click on the Change Management module from the left navigation.



  2. Click on the Change Order Proposals (Budgeted).



  3. Click on Settings and then click on Workflow from the drop-down. You may see a blank screen in the case when no Change Order Proposal is added to the project yet. Click on Change Order Proposals (Budgeted) Settings link in that case.







  4. Click on the Select Company drop down.

    http://dl.dropboxusercontent.com/s/ic4tb72mcyou1ep/6.png?dl=0

  5. Select the company, for which you want to add the Change Order Proposals (Budgeted) Workflow for, from the Select Company drop down.



  6. Click inside the Choose a Company input box.



  7. One by one select the companies, to which the other company selected in the previous steps can send the Change Order Proposals to, from the drop down list. You can choose to restrict companies from sending the Change Order Proposals to certain other companies on the project.



  8. Click on the Use following workflow radio button.



  9. Click on the Select Company drop down and select the company, for which you want to setup the workflow for.





  10. Click on the Assign it to button.



  11. Select the check boxes next to the user names, to whom you want to automatically assign Change Order Proposal to in this phase of the Change Order Proposals (Budgeted) Workflow, and then click on the Add button.



  12. Click on the Notify to button.



  13. Select the check boxes next to the user names, to whom you want to automatically notify in this phase of the Change Order Proposals (Budgeted) Workflow, and then click on the Add button.



  14. Click on the Send Change Order Proposals to Someone Else button.



  15. You can choose to send the Change Order Proposals to other companies once reviewed. The Change Order Proposals will be automatically sent to the next phase once it’s approved by the reviewers and the assignees will be automatically notified that they need to take action next. To add another company to the workflow, click on the Select Company drop down and select the company, to which you want to send the Change Order Proposals next.





  16. Click on the Assign it to button.



  17. Select the check boxes next to the user names, to whom you want to automatically assign Change Order Proposal to in this phase of the Change Order Proposals (Budgeted) Workflow, and then click on the Add button.



  18. You can choose from three types of workflows- 1) Approve in Sequence (Change Order Proposals will be sent in an step by step workflow), 2) All must Approve (Change Order Proposals will be sent to everyone in the workflow in one step and everyone will have to approve them in order to get them marked Approved), 3) Any can Approve (Change Order Proposals will be sent to everyone in the workflow in one step and anyone can approve them in order to get them marked Approved). Let select the Approve in Sequence for example and also let’s select the check box located next to the ‘If rejected by any one approver in the process, do not send the change order proposals forward.’



  19. Click on the Mark it Complete button.



  20. Click on the Save button and then click on the OK button.





    Note: The Change Order Proposals (Budgeted) Workflow will be saved for the chosen company. In our example scenario above, the Change Order Proposals (Budgeted) Workflow will be saved for ACME Construction Inc.

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