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) | Contemplated 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) | Contract Change Authorization (CCA) | A document that revises or impacts the dollar value of the base contract. |
| Pricing Document | Quote | 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. |
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 'Document Settings' tab on the left navigation bar.
This will take you to a new screen where all of the Part3 document types are listed. Click here to read detailed steps about your cover page settings.
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