Attaching pricing document to a Change Order

While the process of creating a new Change Order (CO) in Part3 remains the same, Pricing handling will be a bit different with the addition of the new Pricing document workflow.

Once the Pricing document workflow is enabled, going forward, all newly created COs will have to incorporate the new Attach Pricing details flow. All previous COs will function as they did before.

Please click here to learn more about creating a CO.

To attach Pricing Documents to a CO:

You can attach one or more Pricing Documents to a CO. To do so:

1
Open the CO and click on + Attach pricing details under the Attached pricing section:
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2
The Attach pricing documents window will open. Here, you can select one or more Pricing documents you'd like to attach to the CO, then, click Attach.  Your Pricing document(s) will be attached to the CO and the Contract Pricing will be updated automatically. You'll also be able to adjust the budget selection and see your cost allocations by budget, by discipline or by document attached:


The attached Pricing document's status will change to Locked. As such, it cannot be modified further (or until the Pricing document is no longer attached to the CO):

As always, if you have any questions or see an issue with this document, please contact us at support@part3.ca

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