Document Names and Definitions

Part3 has default names for all Change Documents. However, we understand that these can be named differently depending on a number of factors. This is why we give you the flexibility to change these names and meet your requirements. Here's a list of the commonly used names for Change Documents.

Names & Definitions

Name in Part3	Also known as...	What is it?
Proposed Change (PC)	Proposed Change Notice (PCN) Contemplated Change Order (CCO) Proposal Request (PR)	A change document that likely has cost/schedule implications. Before proceeding with the work, the Consultant/Owner would like to receive a quote for their review and approval.
Change Directive (CD)	Construction Change Directive (CCD)	A change that the Consultant and/or Owner wants to proceed with immediately that has costs/schedule implications. Costs will be tracked and submitted for review and approval at a later date.
Change Order (CO)	Construction Change Order (CCO)	A document that revises or impacts the dollar value of the base contract.
Pricing Document	Quotation Proposed Change Order (PCO)	A quote or pricing document created by the General Contract and sent to the Consultant/Owner for their review and approval. This quote/price is often a result of one of the above-listed change documents.
Site Instruction (SI)	Supplemental Instruction Site Issuance Architect’s Supplemental Instruction (ASI)	A document that clarifies scope. In theory, this should not impact the project duration or budget.
Bulletin	Transmittal	Same concept as Site Instruction. This is a duplicate workflow that is used by teams who have multiple document types that do not impact time or budget.
Cash Allowance	Cash Allowance Authorization (CAA) Cash Allowance Distribution Authorization (CADA)	This document is used when Part3 budget allowance is created. If you drawdown from a cash allowance, you can process it on a CA document instead of a Change Order
Field Reports	Issues log Observations report Punch list	A report that documents observations/items from a site walk. This is accompanied by photos of site progress items. This is typically used on the mobile version of Part3.

Your Organization - Customizing Document Names & IDs

You can update and control all of the document names within Part3 at your organizational level.

Step 1: Go to the 'Settings' tab under your organization.

Step 2: Click the 'Cover Pages' (left navigation), and select the naming convention that you would like to update.

Click here to understand the detailed steps to update your naming convention.
In the below example Part3's 'Change Directive' naming convention has been adjusted to 'Construction Change Directive'.

Your Project - Customizing Document Names & IDs

We know all projects can be unique based on contract or owner requirements, so you can update any of the naming and ID conventions at your project level.

Step 1: In your project, go to the 'Teams' tab on the left-hand navigation bar.

Step 2: Locate your company.

Step 3: Click 'Edit cover pages' in the top right corner of your company. Click here to read detailed steps about your cover page settings.

Step 4 (Optional): You can upload a footer. The footer will appear on all Change Documents and Instructions that are created and issued in Part3.

Note - If you do not have your cover pages populated at the organizational level when the project is first created, they will be blank at the project level.

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