✏️Note: The add/modify operations for items with an approval chain (e.g. purchase orders) are blocked when the item status is approved.
Create a contractual change
Browse the different types of contractual changes
Manage the description of a contractual change
Manage the custom fields of contractual changes
Add document to contractual change
Manage impact of contractual changes
Manage costs of contractual changes
Manage causes of contractual changes
Manage link between directive and change order
View the cost breakdown of a change order
Before Starting
In all use cases (unless otherwise indicated), it is assumed that you are in the Contractual Changes view and that your project number is entered in the search bar. If you are not in the Contractual Changes view and/or your project is not selected:
- Navigate to the Execution section, then the Contractual Changes tab.
- In the secondary sidebar, enter your project number in the search bar and select it.
Create a Contractual Change (Change request, Change order, etc.)
Prerequisites
- A project Component (Structure)
- A Purchase order
Steps
In the Contractual changes view, click Create in the top right-hand corner and fill in the necessary information to create your modification item.
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When you select the type, the Reference is automatically created using the type and an incremental number.
- If you select the wrong type, you will have to delete the Reference before selecting the right type in order to have the correct type automatically inserted in the Reference.
- You can also update the Reference manually by clicking on it.
- If you cannot find the modification type in the dropdown menu, it can be added by an Aidi administrator at your organization (if not yourself).
- The difference between the creation menus step2_1/step_1 and step2_2 is the Note field under creation menu step 2_2.
Browse the Different Types of Contractual Changes
In the Contractual changes view, click on the name of the column you want to browse. The Directive column is selected by default.
Manage the Description of a Contractual Change
In the Contractual Changes page, double-click on the contractual change you want to update.
In Description section you can update the following fields:
- Reference
- Title
- Date
- Description
- Justification
You can view the following fields:
- Status
- Supplier
- Purchase order
- Type
Using Custom Fields for Contractual Changes
Prerequisite
- Custom fields can be defined for each contractual change group by an Aidi admin at your organization.
Steps
- On the Contractual Changes page, double-click on the contractual change you want to update.
- Click on Custom field(s) and fill in the necessary information.
Add Documents to Contractual Change
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on Associated Documents.
- Click Add document and select whether you want to upload a document or use a URL.
- Drag and drop the document, or click, to add it.
- To Download a document from Aidi, select the document and click Download selected documents.
Manage Impacts of Contractual Changes
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on the Impact section.
- In this section, you can manage different items according to the type of contractual change:
- Financial impact
- Impact on the deadline
- Speciality
Manage Costs of Contractual Changes
This use case is about billable modification types:
- Step 2_1
- Step 1
Steps
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on the Cost section.
In this section, you can:
- Add cost items by clicking on Add button.
- Add child’s cost items by clicking the plus sign (+).
- Delete a cost item by clicking on the trash can.
- Edit the amounts for each cost item:
- Amount estimated
- Amount submitted
- Amount approved
- Hide empty items by using the Hide button.
- Click again on this button to display the hidden lines.
Manage Causes of Contractual Changes
This use case is about modification types:
- Step 2_1
- Step 1
Steps
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on the Causes section.
To create a cause:
- Select a cause from the dropdown list.
- Click on Add button.
You can add as many causes as needed.
This section also allows you to estimate the percentage and amount linked to each cause.
Manage Link Between Directive and Change Order
This use case is about modification types:
- Step 2_2
Steps
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on the Linked modifications section.
- This section allows you to link a directive to a change order.
- Click on the Link Contractual Change button. If other modifications of type Step 2_1 are available , they will be displayed.
- Select the directive to link.
- You can also dissociate a directive from the change order by clicking on the red link icon.
View the Cost Breakdown of a Change Order
This use case is about modification types:
- Step 2_2
Steps
- In the Contractual Changes page, double-click on the contractual change you want to update.
- Click on the Cost breakdown section.
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