Funding Change Orders

To create a new funding change order, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the Funding app and select Change Orders (Apps > Cost Management > Funding > Change Orders).

3. Click New in the action bar.

4. Complete the following fields as appropriate:

   Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

   Field	Description
   Details
   Contract	Select the appropriate funding contract.
   Number	Allow Kahua to auto-number the record, or enter a different value. Note The number format can be configured by your domain administrator. Refer to Number.
   Date	Select the appropriate date. Enter the value manually or click on the Date selector icon to open the calendar.
   Description	Enter a clear summary of the scope and purpose of the change.
   Type	Select the change order type. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Location	Select one or more locations if applicable. Note Locations are set up in the Locations app. Refer to Setting up locations.
   View Template	If appropriate, select a portable view template other than the default here. Note For more information on portable views, refer to Portable Views.
   Scope
   Extension (days)	If applicable, enter the number of days associated with the change.
   Scope of Work	Enter the scope of work for the change order.
   Notes	Enter any additional notes as desired, such as any assumptions or constraints relevant to the change order.
   Dates & Workflow
   Workflow Status	The current status in the workflow.
   Assigned To	User currently assigned an action.
   Sent for Review / Reviewed	If you are using the review workflow, these fields are filled in automatically. Otherwise they can be manually completed. Note To use the review workflow, the Use Review Workflow setting must be enabled on the Settings tab in configuration and the approval must be configured in Configuration > Approvals. Refer to Approval configuration.
   Sent for Signature / Executed	If you are using the signature workflow, these fields are filled in automatically. Otherwise they can be manually completed. Note To use the signature workflow, the Use Signature Workflow setting must be enabled on the Settings tab in configuration and the approval must be configured in Configuration > Approvals. Refer to Approval configuration.
   Items
   Status	The status updates automatically.
   Entry Type	Select the appropriate value. Total Value
   For more information on working with grids, refer to Item grids.
   Number	This field auto-populates and is read only.
   Origination	This field indicates the origination source for the line item, if applicable.
   Activity Code	Select the appropriate activity code.
   Description	Enter a description of the item.
   Status	The status of the line item appears here.
   Total	Enter the total amount for the line item.
   Reviewers
   Reviewer information appears here. Note To use the review workflow, the Use Review Workflow setting must be enabled on the Settings tab in configuration and the approval must be configured in Configuration > Approvals. Refer to Approval configuration.
   Signatures
   Signature information appears here. Note To use the signature workflow, the Use Signature Workflow setting must be enabled on the Settings tab in configuration and the approval must be configured in Configuration > Approvals. Refer to Approval configuration.
   Comments
   Enter any comments as appropriate. Comments are recorded with the author name, and date and time the comment was saved. Comments from other users appear here.
   References
   Upload or select any relevant files or documents. You can use drag and drop to add a file to this section. For more information on using this section, refer to References section.

5. Click Save/Close when you are done. Prior to submitting into workflow, your process may require creating an approval document.

Once the record has been completed and saved, you can use the following action buttons as appropriate:

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

You can use the Process function to copy information from a funding change request to a funding change order in the Funding > Change Orders app.

To copy information from a funding change request into a funding change order, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the Funding > Change Requests app (Apps > Cost Management > Funding > Change Requests).

3. In the log view, right-click on an item and select Process, or open the detail view and select Process from the action bar.

4. In the Target Application field, select Funding Change Orders.

5. Select one of the following options:

   • Create New - Select this option to create a new change order.

   • Add to Existing - Select this option to add the change request to an existing change order. Then select the appropriate change order from the list.

6. If desired, select or clear the options to include PDF versions of the initiating and destination documents in the related records.

7. Select which reference files to include. By default, all reference files are included. Clear any check boxes for files you do not want to include.

8. Click Start Processing.

9. The Funding Change Orders app opens to a new record with the copied information. Complete any additional fields and click Save.

Your project may be configured to require an approval document as part of the approval workflow for change orders. An approval document is created in the References section of a record. To create an approval document, select Add Approval Doc, name the document, and select the appropriate supporting files. These files are then combined into a single PDF that can be routed through review or signature workflow.

For more detailed information, refer to Create an approval document.

For information on setting up approvals, refer to Approval configuration.

If approval workflow has not been configured for this application in your environment, you can increment the status manually by using the Set To button at the bottom of the record. Options typically include Projected, Pending, Approved, or Approved & Lock. The selected status determines how values appear in Work Breakdown.

If workflow is enabled on your project, Kahua supports both a review process and a formal signature process. For general information on approvals and workflow, refer to Submitting into Workflow.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, click the More icon and select Print. If your log view contains more than 10,000 records, the Print option will be disabled and you can select to download the records to a CSV file instead.

To generate an application report, complete the following steps:

1. Navigate to the application.

2. Select Reports in the application title bar.

   

3. Select the report you want to run.

4. Apply any desired filters.

5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

   

6. Click the Close icon when you are done.

From the detail view of a record, there are several standard actions you can take. Depending on your permissions, some or all of the following options may be available to you:

• View and View w/References - Select View or View w/References to open a PDF view of the current record. The PDF file can be printed or shared from the viewer by clicking on the Open PDF icon .

  

  Note Only references where the Include on Send value is set to "Yes" are included in the View w/References.
  Additionally, if Include Markup on Send is set to "Yes", any markups on the file are included.

• Discussions - Select this icon to open the Discussions panel. If enabled in your domain, the discussions feature allows you to participate in public or private conversations associated with specific records. For more information, refer to Discussions.

• View History - Select this icon to open the History page for the record. The history page provides details regarding all activity (creation, edits, saves, etc.) performed on the record. Click view edit to drill down into more detail on a specific action. Click hide edit to close the action detail. Click the Close icon to close the history page.

• Send actions - Click this icon to select an appropriate Send action for the record. The following options may be available to you:

  • Copy Link and Copy Portable View Link - Select this option to copy a URL link for the record or record's portable view to your clipboard. This link can be sent outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Copy QR Code and Copy Portable View QR Code - Select this option to generate a QR code for the currently open record or record's portable view. The QR code can be shared directly from your screen, or copied to your clipboard to be shared as appropriate. This QR code can be shared outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Send - Select this option to open a new Kahua message with the open record included as an attachment. References with the Include on Send value set to "Yes" are also included. For more information, refer to Messages app.

• Delete - Select this option to delete the open record. You must agree to the confirmation message before the record is deleted.

  Alternatively, right-click on the record in the log view and select Delete, or select multiple records from the log view and select Delete.

  Note If a record is deleted in error, your domain administrator may be able to recover it through the Recycle Bin app. For more information, refer to Using the Recycle Bin.

• Open in a new window - Select this option to open the current record as read-only in a new window (desktop host) or browser tab (web host). This allows you to navigate to other records in the original Kahua instance while keeping the read-only window or tab open for reference. To re-open the record on the read-only window or tab in Kahua, select Open in the header.

  

• Maximize and Minimize - Select Maximize to open the record to a full screen view. From the full screen view, select Minimize to return to the original view.

• Close - Select the close icon to close the currently open item.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level.

Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or, in some applications, by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.

The following items are commonly configured for this application (availability depends on your environment and permissions):

Available application roles

Application roles determine which actions users can perform in the app. Roles are assigned to groups in the Groups app > Permissions tab. Members of the group then have the permissions associated with the roles assigned to the group.

The following roles are available for this application:

Role	Details
Administrator	Full administration, including add, configure, create lists, edit, import, export, share, view, send, process, remove, and edit view templates.
Contributor	Can add, edit, open, view, send, and process records.
Moderator	Can add, edit, import, export, remove, share, open, view, send, and process records.
Observer	Can open, view, send, and process records.
Referencer	View-only access to records.
TemplateEditor	Can edit view templates.

Note To manage these permissions, open the Groups app and assign the appropriate application role to the group. Only users with the appropriate permissions can manage application roles. For more information, refer to Managing Permissions.