Add or Remove Quotes in Change Distribution
- Paula Dobrowolska (Unlicensed)
- Helia Shapourian (Unlicensed)
Once the Summary has been submitted and approved, it is possible to swap out Quotes that have been previously included, as long as the amount of the Quote is the same as total Approved Summary.
This is configurable by any user that has the appropriate Access Control Level (ACL).
Prerequisites:
Add or Remove Quotes in Change Distribution
- Ensure you are logged into a project.
- Navigate to the Change Management module.
- Click on the Change No. of the Change Document that has a Change Status of "Active", a Summary Status of "Active", and a Distribution Status of "Draft".
4. Click on the Distribution link in the top bar.
If you would like to add NEW Quotes, click here for step-by-step instructions.
5. Click the Edit link.
6. Click on the Add Subcontacted Quote, Add Self-performed Quote, or Add Unassigned Quote button to add a new Quote to the Distribution.
7. Select the Quote you wish to add to the Distribution.
8. The New Quote has been added.
9. To Remove an old Quote, click on the three dots in the Actions column, and select Remove Quote.
10. Save the Change Document.
