1. How to update Plans & Specifications (In Progress)
When a Project is promoted to "In Progress" status in RedTeam, the Plans and Specifications that are part of the executed Customer Contract are locked in as the official contract documents. Any changes to these Plans and Specifications, such as additions, revisions, and ASIs, are uploaded via a Change to the Project.
The Change process in RedTeam is used to manage any changes to the Customer Contract, including changes to the Plans and Specifications. In some cases, these updates or revisions to the Plans and Specs will also have an impact to time or cost, and can be managed through the Change process as well. In other cases, these updates or revisions are simply a drawing update and do not include time or cost impacts, and will not be presented as a Change Order to the Customer.
This Wiki outlines the steps to update the Plans and Specifications for a Project without time/cost impacts, a Change Proposal, or a Change Order. For Changes with time/cost impacts that will be presented to your Customer, please see the entries on Change Orders.
Steps:
1. From the Project's Home menu, click "+ Create a Potential Change" (under the heading: Change Management)
2. In Step 1, enter a name for the Change (i.e. Drawing Updates, Revised Plans, etc.)
3. Under Change Type select "Internal Change" (see narrative above for more info)
4. Click on Step 3. Plans & Specs
5. In Step 3, click the New (+) icon
6. Select "Add Plans & Specs
7. Fill out the General information for the files you are uploading, including the Author (architect, engineer, etc.), Version, Date, and Type
8. If you have one PDF file with multiple pages, you can use the "Split Pages" option to have RedTeam automatically break up the pages for you
9. If you have files already broken up, use the "Don't Split" option to upload them
10. Once you have selected files (drag & drop or click "+ Add Files") click "Start Upload"
11. Click the "Review" button to review and name the files
12. If any files are revisions/updates to files in your current set of Plans & Specs, use the Supersede dropdown to select the file to be updated
13. If any files are additions to the current set of Plans & Specs, leave the Supersede dropdown as "None"
14. Once you have reviewed, renamed, and superseded all files, click "Save"
15. From the Confirmation message, click "Close"
16. Do a final review of the files, then Commit them (use the checkbox to select all and Commit all at once)
17. Click on Step 6. Change Proposal
18. Click "Commit Pricing"
19. From the Contract tab, click the tools icon for the Potential (Internal) Change
2. What is the Difference Between a Customer Change and an Internal Change
Change management in RedTeam makes it easy to make contract changes, large or small, to existing projects. A potential change can be designated as either a Customer Change or an Internal Change. The Internal Change option would be used when a change is made to a project’s contract documents without any time or cost impacts and will not require presenting a Change Order to a customer, most commonly for revising plan documents. A Customer Change would be used for any other change requiring a Change Order to be presented to, and approved by, a customer.
2. Why Can't I Delete A Change?
One major focus behind RedTeam’s design is maintaining integrity of documentation. Many entries within RedTeam (such as projects, employees, or vendor profiles) can only be inactivated and are not not truly deleted.The same goes for Potential Changes.
Every potential change is assigned a new scope when it is created. To maintain the order of project scope entries, a potential change cannot be deleted. If need be, an unauthorized potential change can be cancelled. Cancelled changes will not show in customer billing and can be excluded from Performance Overview report to customers. If necessary, a cancelled change can be recovered by a user with the correct permissions.
Although a potential change cannot be deleted, it can be recycled. If you intend to keep scope changes to a minimum, an unintentional or unneeded change can be kept in draft and edited when a change is needed. If the draft change is marked as an internal change, it will be hidden from customer billing, and it can later be turned back into a customer change.
Steps:
To cancel a potential change within a project, go to the Contract tab.
Click the Tools icon next to the potential change and click Cancel
