Proposed Change - It's issued, now what?

Now that the Proposed Change has been issued, there are a few different next steps you could take to keep the change moving along in its lifecycle. 

In this article, we'll go through all of the options available after you have issued a Proposed Change.

Price it 

Once you are ready to attach a quote to the proposed change, hit the orange ' Price it' button in the top right corner of the issued change. 

This will trigger a pop-up that will auto-populate with the next available quote number and will allow you to enter a description. When you click ' Create' you'll be brought to Part3's pricing feature. Read more here for the next steps with pricing/quotes.

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Distribute & Recreate PDF

When the document was originally issued, everyone on the distribution list will have received the combined PDF. If they didn't receive it, or there was an error in generating the PDF, you can distribute and that will trigger a new email with the updated PDF.

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Add final document

If your Proposed Change was signed outside of Part3 with a wet signature, or the document was marked-up in some other way, you can use this option to log the final version in Part3.

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Create revision

Use this option when you're issuing a revision to the proposed change. This will keep the documents linked and help you properly track the history of the document. 

If you click on ' Create revision', a new version of your change will appear with the numbering system XX.1 or whatever the current version number is. 

You will also see a navy blue bar that lets you know this is the latest version, with links to previous ones to quickly reference. 

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Create CD

Sometimes work needs to happen very quickly in construction. If you need to convert your PC into a CD, it only takes a few clicks. As soon as you click ' Create CD', you'll be directed to that newly created document. The proposed change will automatically be linked as the 'Initiating Document'. 

You can edit any of the information in the header by clicking the ' Edit' button in the top right corner of the document. 

You can follow the same steps when you originally collaborated on the Proposed Change, it's just under a new document type now. 

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Create CO

You've likely received and approved the quote, and would now like to issue a formal Change Order. 

Once you click ' Create CO', you'll be directed to that newly created document. The Proposed Change will be listed as the 'Initiating document', and you can begin to add your pricing details.Read more here about pricing/quotes.