Creating a Directive

To create a directive:

1. Once logged into the project, from the project secondary navigation bar, select CHANGE ORDERS - DIRECTIVES and select 'Add New'.
1. Note that forms displayed on the project title bar the secondary navigation bar are configurable. If you do not see CHANGE ORDERS - DIRECTIVES, select 'More' - 'Configure My Menu'. Add the CHANGE ORDERS form to your secondary navigation menubar. See the screen shot below. DIRECTIVES  are part DIRECTIVES is part of the CHANGE ORDERS menu and should be displayed once the CHANGE ORDERS - form has been added to your secondary navigation menubar.
2. Enter the Subject. Subject is a required field and must be completed in order to save the directive.
3. Enter the Directive Number. Directive Number is a required field and must be completed in order to save the directive.
4. Date - Enter the date of the directive
5. Type - Select the Directive Type. This field can be left blank. 
   1. Change Directive (Pricing Only)
   2. Change Directive (Proceed)
   3. Supplemental  Instructions
6. Scope - In the Scope field, enter the details surrounding the directive.
7. Save the Directive

Editing a

Directive

To edit a contract exhibitdirective, click the 'Edit' button from either the contract exhibit form view or the Directive form or from the Directive log view. Edit as desired and click 'Save' to save changes.

Viewing Contact Exhibits

Viewing a Directive

Directives can either be viewed in form view or the log view. To view contract exhibits in view directives in log view, ensure that you have configured your secondary navigation menu to display the contracts formthe CHANGE ORDERS form. See the screen shot below. Clicking  'CONTRACTSCHANGE ORDERS' on the secondary navigation menu will display a dropdown selection where CONTRACT EXHIBITS is where DIRECTIVES is displayed as an option.

Linking a

Directive to a

Potential Change Order

Directives can be linked to a contract. After creating a contract exhibit, link it to a contract by using the 'Other Exhibits' tab on the contract. In edit mode on the contract click the 'Add Other ExhibitsPotential Change Orders and referenced throughout the change process. To link a Directive to a Potential Change Order, edit the relevant PCO. Next to the Directive Reference field, click the 'Choose' button. Select the contract exhibit Directive to be linked to the Potential Change Order and complete the process by clicking the 'Add Other Exhibits' button. Save the contract.click the 'Choose' button.

Sharing a Directive

To share a Directive form to other project users, click the  'Share' button on the Directive in form view. Use the Share modal to share the Directive to other project team users. For more information on sharing, please see the Help section Sharing Information 

Helpful Screenshots

Image Added