Change Directive - Create

Part3 uses the term 'Change Directive', which in practice means " Hi GC, here is a change that you can act on immediately. Pricing is to be submitted and reviewed at a later date".

Of course, document names are not one size fits all, so you can update your naming conventions at the project or organizational levels. 

Creating a Change Directive

Step 1: In the top right corner of your screen, click the '+' sign and select 'Change Directive'. 

Step 2: A pop-up will appear with several fields for you to fill out and select in order to create the Change Directive. Only the fields with a red asterisk need to be filled out. 

Number - The number of the CD will automatically populate to the next available number, but you can override this if preferred. 

Reason - You can select from Part3's existing reasons, or create your own. 

Main Disclaimer - If you have populated disclaimers at your organizational level, you can select from the dropdown list. If not, you can add a new one by clicking the '+ Add New' button. 

Consultants - Select any consultants that will be involved with this change. 

Pricing - Part3 has a common list of ways to track pricing with CDs. You can leave these unselected if none apply. 

Step 3: When finished, click the blue 'Create' button at the bottom of the pop-up. 

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