Proposed Change - Create

Part3 uses the term 'Proposed Change', but maybe you call a PCO, CCN, PCN, etc. You can update your naming conventions at the project or organizational levels. 

The document's purpose is to say "Hi GC, we're thinking we want to change this, but don't do the work before we review and approve a quote". 


Creating a Proposed Change

Step 1: In the top right corner, click the '+' sign and select 'Proposed Change'

Step 2: A pop-up will appear with several fields for you to fill out before you can create the Proposed Change. Only the fields with a red asterisk* need to be filled out. 

Number - This will auto-populate to the next available number, but you can override it if needed.

Reason - Select from Part3's prepopulated list or create your own.

Main Disclaimer - Select from your disclaimers created under your organization, or add a new one.

Consultants - Select the consultants that need to contribute to this PC.

Don't feel pressured to get it right the first time. This information can be edited at any time once the PC has been created. 

Step 3: Click the blue 'Create' button at the bottom of the pop-up.

You'll be directed to a new window with your PC—time to collaborate with your consultants and populate your change. Read more here for the next steps. 

As always, if you have any questions or see an issue with this document, don't hesitate to get in touch with us at support@part3.io

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