Funding Change Requests

To create a new change request, 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. 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
   Date	Select the appropriate date.
   Contract	Select a 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 Application configuration.
   Description	Enter a brief description.
   Type	Select the type. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Date Submitted / Date Executed	Select the appropriate dates.
   Extension	Enter the schedule extension in days.
   Scope of Work	Enter the scope of work.
   Notes	Enter any appropriate notes.
   Calculation Template	Select a calculation template.
   Items
   For more information on working with grids, refer to Item Grids.
   Number	This field auto-populates and is read only.
   Description	Enter a brief description.
   Activity Code	Select the appropriate activity code.
   Quantity (Qty)	Enter the quantity.
   Unit of Measure (UOM)	Select the unit of measure.
   Unit Price	Enter the unit price.
   Status	This field will auto-populate as Projected. Modify if appropriate.
   Total	Enter the total cost.
   Markups
   For more information on working with grids, refer to Item Grids.
   Description	This field is read only.
   Activity Code	Select an activity code.
   Status	Select the status.
   Total	This field auto-populates when the change request is saved. It will display the total cost of the item.
   Is Manual	Select if appropriate.
   Summary
   The fields in this section auto-populate and are read only. They will display a breakdown of the total cost of the issue once it has been saved.
   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 when you are done.

6. Once the change request is saved you can complete the following actions:

   Note These options are dependent on your project's configuration and some may not appear for you. For more information on your workflow options, refer to Submitting into Workflow.

   • Void

   • Submit for Review

   • Submit for Signature

   • Set to...

     • Projected

   • Pending

   • Approved

   • Approved & Lock

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.

Sometimes a change request must become a change order. You can use the Process function to copy information from the change request to a change order in the Funding Change Orders application.

To copy information from the change request into a 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 (Apps > Cost Management > Funding).

   

3. Select Change Requests from the menu.

   

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

   

5. In the Target Application field, select the appropriate app. By default, reference files are included. Clear the check boxes for any files you do not want to include.

   

6. Click Start Processing.

7. Funding Change Orders opens to a new record with information from the field observation. Complete any additional fields and click Save.

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, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

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.

Your project may be configured to require an approval document as part of the approval workflow for records in this app. 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 become part of the approval workflow.

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

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

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 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.