Scope Changes - Revision history

REP: /* Overview of Scope Changes and Time Sheets */ fixed broken link

2025-01-20T09:03:20Z

‎Overview of Scope Changes and Time Sheets: fixed broken link

REP: /* Price Details */

2025-01-08T14:36:45Z

‎Price Details

REP: /* Price Details */ added link to TS

2025-01-08T14:36:22Z

‎Price Details: added link to TS

REP: MHM review

2025-01-08T14:34:52Z

MHM review

Show changes

REP: removed cut content

2025-01-07T14:37:48Z

removed cut content

REP: /* Overview of Scope Changes and Time Sheets */ Added section and image

2025-01-07T14:37:19Z

‎Overview of Scope Changes and Time Sheets: Added section and image

REP: /* Timesheet-Enabled Work */

2025-01-07T11:03:18Z

‎Timesheet-Enabled Work

REP: /* Timesheet-Enabled Work */

2025-01-07T11:02:42Z

‎Timesheet-Enabled Work

REP: /* Timesheet-Enabled Work */

2025-01-07T11:01:08Z

‎Timesheet-Enabled Work

REP: /* Timesheet-Enabled Work */ Changing image to show declined ones too instead of adding a second image

2025-01-07T10:59:19Z

‎Timesheet-Enabled Work: Changing image to show declined ones too instead of adding a second image

@@ Line 111: / Line 111: @@
 * '''Clarification meeting''' needed / resolved.
 * '''Tag''' / '''Workorder''' / '''Scope Change Numbers''', and '''Scope Change Description''' below.
-* '''Status''' if it is a Scope Change, or '''[[Time Sheet]]''' indicator if it is not.
+* '''Status''' if it is a Scope Change, or '''[[Time Sheets|Time Sheet]]''' indicator if it is not.
 ** Possible statuses are Created, Issued, Technically Approved / Declined, Financially Approved / Declined.
 * '''Activity Number''' and '''Description''', and '''Responsible''' company below.

@@ Line 33: / Line 33: @@
 ==== Price Details ====
 * '''Price Type''' indicates whether the Scope Change shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.
-** Operations with a ''Unit Rate'' or ''Hourly'' price type require the attaching of [[Time_Sheets]] for budgetary tracking.
+** Operations with a Unit Rate or Hourly price type require the attaching of [[Time_Sheets]] for budgetary tracking.
 * The '''Estimated Cost''' gives an indication of how much the work should cost overall.
 * The '''Early Start''' date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.

@@ Line 33: / Line 33: @@
 ==== Price Details ====
 * '''Price Type''' indicates whether the Scope Change shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.
 * The '''Estimated Cost''' gives an indication of how much the work should cost overall.
 * The '''Early Start''' date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.
@@ Line 41: / Line 42: @@
 All of the above details, aside from the unique Scope Change Number and Early Start, can be altered given the correct user rights.
 However, these properties become fixed and can no longer be edited once the Scope Change has reached ''Financial Approval'' status.
-−
 == Approval Workflow for Scope Changes ==

@@ Line 134: / Line 134: @@
 <br>
-[[Category:MaTaP|Scope Changes]]
-[[Category:MaTaP UWP|Scope Changes]]
 == Overview of Scope Changes and Time Sheets ==
@@ Line 177: / Line 177: @@
 '''Clear All''' can be used to reset all filters.
 {{UnderConstructionEnd}}
 [[Category:MaTaP|Scope Changes]]
 [[Category:MaTaP UWP|Scope Changes]]

← Older revision		Revision as of 14:37, 7 January 2025
Line 138:		Line 138:

	== Overview of Scope Changes and Time Sheets ==		== Overview of Scope Changes and Time Sheets ==
		+	By selecting the "Scopechanges" tile (lilac with a thumbs up/down symbol) from the client sidebar or the start area, the client will navigate to the Scopechanges overview screen. The overview page displays all Scopechanges a particular user is permitted to view, as well as Operations for which payment by Timesheet is agreed (ie. of payment type Hourly Rate or Running Cost).
		+
		+	{{Attention\|Only Operations within the same company as the logged in user are displayed.}}
		+
		+	\|[[File:SC_Overview.png\|1000px]]
		+	<br>
		+
		+	The list is can be sorted by Tag Number (default) or Workorder Number.
		+
		+
		+	From left to right, the various columns for each item display:
		+	* '''Clarification meeting''' needed / resolved.
		+	* '''Tag''' / '''Workorder''' / '''Scopechange Numbers''', and '''Scopechange Description''' below.
		+	* '''Status''' if it is a Scopechange, or '''Timesheet''' indicator if it is not.
		+	** Possible statuses are Created, Issued, Technically Approved / Declined, Financially Approved / Declined.
		+	* '''Activity Number''' and '''Description''', and '''Responsible''' company below.
		+	* '''Cost''' status of the Operation, with budgetary information for Hourly Rate / Running Cost operations with a set price.
		+	** Within budget: blue, close to budget: orange, over budget: red.
		+	* '''Gantt''' chart.
		+	<br>
		+
		+	==== Filtering ====
		+	Similar to the [[Turnaround_Wallpaper#Advanced_Sorting_and_Filtering\|Turnaround Wallpaper]], the filtering panel can be brought in from the right to narrow down the displayed list based on desired parameters.
		+
		+	Operations can be filtered by Plant, Responsible Contractor, Scopechange Type, Tag Number, Workorder/Project Number, Scopechange Status, TA Meeting Status, Price Type, Workorder Number, Scopechange Number, Scopechange Description, Budget condition (>80%, >100%), and Technical or Financial Approver.
		+	<br>
		+
		+	{{Hint\|Filtering for a Technical or Financial Approver implies that a Scopechange has reached at least either stage.}}
		+
		+	Helpful tips for filtering:
		+	* More than one option can be selected for a single filter.
		+	** For the text input filters, additional search values can be added using the “;” (semicolon).
		+	* Text input is not case sensitive, and does not require the full text as a search string.
		+
		+
		+	After selecting all desired filters, the '''Apply''' button should be used.
		+	<br>
		+	'''Clear All''' can be used to reset all filters.
		+
		+	[[Category:MaTaP\|Scope Changes]]
		+	[[Category:MaTaP UWP\|Scope Changes]]

	= Cut Content =		= Cut Content =

@@ Line 116: / Line 116: @@
 Timesheets can be enabled if an admin marks an operation as such, or if the operation has been planned on a Hourly Rate or Running Cost payment system.
 In either case, a dedicated tab is added to the Activity Details area where contractors can attached documents to log their work.
-<br>
 <br>
 [[File:SC_TStab.png|800px]]
-<br>
 <br>

@@ Line 119: / Line 119: @@
 <br>
 [[File:SC_TStab.png|800px]]
 <br>
@@ Line 126: / Line 127: @@
 The documents can be viewed (opens up a relevant external app on the same system), and exported after execution.
+<br>
 ==== Budgeting ====
 If a budget has been set for a particular operation, the Running Cost is shown in relation to the overall budget, with a bar showing the overall progress.

@@ Line 124: / Line 124: @@
 For each added Timesheet, the contractor must input the Cost and a brief Description of their work.
 The cost of all attached invoices is tracked as the ''Running Cost'' on that operation.
 ==== Budgeting ====