Potential change orders - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2016 R4)

Intergraph Smart Materials
2016 R4 (8.4)

Managing potential change orders is important because design and scope changes affect cost. You can create a potential change order in the software by manual input, import operation, or when you create a change order request. It is also possible to export potential change orders.

A potential change order (PCO) can affect more than one subcontract and be reflected in more than one change order request (COR).

Create a potential change order

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.40 Change Management.

  2. Double-click SM.40.01 Potential Change Orders.

  3. Click Create PCO at the bottom of the screen.

  4. Enter data as needed.

  • The naming rule for a PCO number is specified in the following project defaults: ZP_PCORANG and ZP_PCORULE. For more information, see Appendix: Project Defaults.

  • If a PCO has assigned CORs, the COR Details box is checked. To view the details of the CORs, double-click the PCO Number field, or click COR Details at the bottom of the screen. The window that appears, SM.40.01 Potential Change Orders: Window 2, shows the status of the change, going from COR to CO. (The CO Executed check box becomes available only after both the supplier and E-Supplier sign.)

Export potential change orders

Before exporting potential change orders, assign the template to be used to project default ZP_TP_PCO.

  1. On SM.40.01 Potential Change Orders, enter a query.

  2. Click Export.

    A window appears, showing the template defined in the project default.

  3. Click Export again.

    The records on SM.40.01 are exported.

    When the software finishes the process, Excel opens. You can open or save the file.

You can export:

  • All PCOs

  • A filtered list of PCOs

  • One PCO

Import potential change orders

Before you import, query all records on SM.40.01 Potential Change Orders.

The file to be imported must have the same format as the export template. The mandatory (green) fields must be filled. The optional (gray) fields do not have to be filled with any data.

If the import file contains data that is not yet defined in Smart Materials (such as PCO status, SC category, or reason code), the software displays a message, allowing you to choose whether you want to continue or not.

  1. On SM.40.01 Potential Change Orders, click Import.

  2. On the Upload window, browse to select an Excel file, and then send the request.

  3. Click OK on the Import Options window.

    The software imports the data. When the operation is complete, you can check the log file for messages.

  • PCOs are imported with or without assigned CORs.

  • PCOs that already exist in Smart Materials are updated with new data.

  • PCOs imported without CORs are updated in Smart Materials if they already exist, without deleting or updating the assigned CORs.