Enabling Project Order Workflows

This article is a guide to enabling Project Order workflows within a contract.

This guide contains the following:

• Introduction
• How to Enable Project Order Workflows
• How to Enable Compensation Event Project Order Links

Related articles:

• Service Manager Instruction to Quote
• Service Manager Project Order
• How to Link Project Orders with Instruction to Quote

Introduction

According to NEC:

"Project Orders are a secondary option, which are different to Service Orders as they allow the Client to instruct additional work which has a level of complexity, coordination and risk which requires a programme for its execution and which may include changes or additions to the Scope and the Price List."

We have created a new Project Order Workflow on the NEC4 FMC contract template to cater for the following clauses:

• Clause 19 Service Orders
• Option clause X27 Project Orders

How to Enable Project Order Workflows

• Within the left-hand navigation panel, select Contract Template.

• Select Workflows.

• From the drop-down list, select Project Orders.

• Within Project Orders, you can then configure PM Project Orders...

...and PM Instruction To Quote.

• Once you have configured the workflows as required, select Update Workflow, then Update Workflow Group, then click the blue Update button.

How to Enable Compensation Event Project Order Links

The Compensation Event forms have been updated to allow a Compensation Event to be associated with a Project Order in the same way a Compensation Event can be associated with a Service Order and the effect of Compensation Events on Project Orders have also been tracked in the Project Orders register in the same way they currently are in the Service Order register. See below to find out how to enable this in your contract.

• In the left-hand navigation panel select Contract Template.

• Select Workflows.

• Select Compensation Events, then Placeholders. In the drop-down list, select ProjectOrderOptionEnabled.

• Toggle the option Yes.

• Select Update Placeholder, then Update Workflow Group, then select the blue Update button. 

• Now, when you create a Compensation Event, you will see the option to select a related Project Order.