DescriptionA directive is a request from a contractor asking another contractor to perform tasks that might not already be indicated on a contract. For example; a directive might be to paint the walls blue, but in the contract it said to paint the walls red. That change, assuming painting has not begun and material have not yet been purchased, wouldn't normally be associated with additional costs, and therefore is a directive.

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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 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 bar. See the screen shot below. DIRECTIVES is part of the CHANGE ORDERS menu and should be displayed once the CHANGE ORDERS form has been added to your secondary navigation bar.
  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 directive, click the 'Edit' button from either the Directive form or from the Directive log view. Edit as desired and click 'Save' to save changes.

Viewing a Directive

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

Linking a Directive to a Potential Change Order

Directives can be linked to Potential 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 Directive to be linked to the Potential Change Order and 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