Work Instruction – Un-Interface Approved Variations/Change Orders

 Version 1.0 11/04/2018

Purpose:

This document will explain how to make a variation editable after the PM has approved and interfaced it.

Please note this is only achievable if there are no claims paid and processed containing the variation, there can be a current claim that the PM is working on but the variation line item will need to be deleted before the below steps are actioned.

Document Flowchart: JC Change Orders

 PM Approved Change Orders

 PM Pending Change Orders

Process:

1. If the line item is attached to a current claim then this line item will need to be deleted before making the variation pending again in PM Pending Change Orders, Viewpoint Support ([email protected]) will need to delete this line item before continuing with the rest of this process.
2. To make pending again the PM will need to go into JC Change Orders, make sure you search for your project and delete the relevant items as per below.
   
3. Then go into PM Approved Change Orders again check you are in the right project, highlight the item in the below grid and select Unapprove Item and then delete item in the top grid.
4. Once they are deleted in both JC Change Orders and PM Approved Change Orders they will now appear as pending again in PM Pending Change Orders. Make any amendments that are required and then once confirmed the variation will need to be approved and interfaced again.
   Note: If amending the unit price please remember to go into the set up of the contract item as per screen shot below.