{"id":2053,"date":"2020-05-11T13:21:23","date_gmt":"2020-05-11T13:21:23","guid":{"rendered":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/?p=2053"},"modified":"2021-11-06T04:32:32","modified_gmt":"2021-11-06T04:32:32","slug":"connecting-workflows-rfi-to-potential-change-order","status":"publish","type":"post","link":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2020\/05\/11\/connecting-workflows-rfi-to-potential-change-order\/","title":{"rendered":"Connecting Workflows: RFI to Potential Change Order"},"content":{"rendered":"<h1><b>RFI to Potential Change Order<\/b><\/h1>\n<p><span style=\"font-weight: 400\">Create a Potential Change Order (PCO) from an RFI or link existing RFIs to PCOs from the RFI record in Project Management.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\"><strong>Permission Level<\/strong>:<\/span><\/h3>\n<ul>\n<li><span style=\"font-weight: 400\">Only Project Management Admins and RFI Managers with a Cost Management license and full\u00a0control permission for the Cost Item and PCO component have access\/visibility to this feature.\u00a0<\/span><\/li>\n<\/ul>\n<h3><b>Creating a PCO from an RFI<\/b><\/h3>\n<ul>\n<li class=\"O8\">Open the RFI record.<\/li>\n<li class=\"O8\">Within the details tab, scroll to Linked References and select \u201cAdd reference.\u201d<\/li>\n<li class=\"O8\">A add link to PCOs box will appear, select &#8220;Create new.&#8221;<\/li>\n<li class=\"O8\">In the form, fill in the PCO name and description, then select \u201cCreate PCO.\u201d This information will copy over from the RFI to the PCO, but it can be altered directly in the PCO record.<\/li>\n<li class=\"O8\">Once the PCO is created,\u00a0<span style=\"font-weight: 400\">a bi-directional relationship between the RFI and PCO is established.<\/span><\/li>\n<li class=\"O8\">All activity is captured in the RFI and PCO activity logs.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2041 size-full\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM.png\" alt=\"\" width=\"2508\" height=\"1246\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM.png 2508w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM-300x149.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM-1024x509.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM-768x382.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM-1536x763.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.03-PM-2048x1017.png 2048w\" sizes=\"auto, (max-width: 2508px) 100vw, 2508px\" \/><\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2042 size-full\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM.png\" alt=\"\" width=\"2498\" height=\"1228\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM.png 2498w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM-300x147.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM-1024x503.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM-768x378.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM-1536x755.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/03\/Screen-Shot-2020-03-20-at-1.44.17-PM-2048x1007.png 2048w\" sizes=\"auto, (max-width: 2498px) 100vw, 2498px\" \/><\/h3>\n<h3><\/h3>\n<h3><b>Linking RFIs to PCOs<\/b><\/h3>\n<ul>\n<li class=\"O8\">To link RFIs to PCOs follow the same steps as above. However, when the add link to PCOs box appears, simply select the PCO(s) from the list and click \u201cAdd.\u201d<\/li>\n<li class=\"O8\">To unlink a PCO select the \u201cX\u201d and \u201cUnlink.\u201d<\/li>\n<li>Once linked\u00a0<span style=\"font-weight: 400\">a bi-directional relationship between the RFI and PCO is established.<\/span><\/li>\n<li>All activity is captured in the RFI and PCO activity logs.<\/li>\n<\/ul>\n<h3><b>Accessing Linked PCOs\u00a0<\/b><\/h3>\n<div class=\"O8\">\n<ul>\n<li>Only Admins &amp; RFI Managers can view\/access linked PCOs in Project Management.\n<ul>\n<li>RFI list view &#8211; In the linked references column, select the PCO number to open the PCO in the Cost Management module.<\/li>\n<li>RFI Record &#8211; In the RFI record select the PCO number in the Linked References section to open the PCO in the Cost Management module.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Accessing Linked RFIs<\/b><\/h3>\n<ul>\n<li><span data-preserver-spaces=\"true\">In the Cost Management Module, select the PCO to open the details flout panel. <\/span><\/li>\n<li><span data-preserver-spaces=\"true\">In the details flout panel in the Linked Entity section select the RFI number to be directed to the RFI in the Project Management module.<\/span><\/li>\n<\/ul>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2151 size-full\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-19-at-7.36.25-AM.png\" alt=\"\" width=\"1252\" height=\"1292\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-19-at-7.36.25-AM.png 1252w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-19-at-7.36.25-AM-291x300.png 291w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-19-at-7.36.25-AM-992x1024.png 992w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-19-at-7.36.25-AM-768x793.png 768w\" sizes=\"auto, (max-width: 1252px) 100vw, 1252px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>RFI to Potential Change Order<\/p>\n<p>Create a Potential Change Order (PCO) from an RFI or link existing RFIs to PCOs from the RFI record in Project Management.\u00a0<\/p>\n<p>Permission Level:<\/p>\n<ul>\n<li>Only Project Management Admins and RFI Managers with a Cost Management license and full\u00a0control permission for the Cost Item and PCO component have access\/visibility to this feature.\u00a0<\/li>\n<\/ul>\n","protected":false},"author":39601,"featured_media":2055,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[81,18,62],"tags":[109,39,108,107,30],"class_list":["post-2053","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cost-management","category-next-gen-bim360","category-project-management","tag-bim-360-cost-management","tag-bim-360-project-management","tag-change-order-management","tag-rfi-to-pco","tag-rfis"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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