Managing Change › How to Schedule Change Orders

How to Schedule Change Orders

You can view the schedule of all configuration items associated with a change order. Consider scheduling information when you create, edit, or view a change order, or when you update the Change Calendar. Viewing the schedule can help you avoid scheduling collisions.

To view and update a schedule, do the following:

1. Create or open a change order.
2. Associate CIs with the change order.

   Note: If you do not associate a CI with the change order, an error appears when you click the Scheduler button.

3. Click View Scheduler.

   The Change Scheduler appears and displays the following views:

   Daily

   (Default) Displays the time period of the change order for the selected date and time. If no date is associated with the change order, the view defaults on the current day.

   Weekly

   Displays the time period of the change order in the current week and includes the implementation start date, which can be configured to the Change Calendar start date.

   Note: The schedule duration determines the length of shading on the schedule. For example, if you create a change order with a two hour duration, the light-yellow shading on the scheduler displays for the two hour defined duration.

4. (Optional) Click a CI to view its details. Hover over the CI name to view its full name.
5. (Optional) Modify the Implementation Start Date or Duration.
   1. Click View Schedule to preview the updated schedule.
   2. Click Update Schedule to update the schedule.

   Note: You can only modify the schedule in edit mode.

6. Save the change order.
7. Refresh the Change Calendar to view global and CI-associated change windows.

More information:

Use the Change Scheduler Example