About Commitment Change Events

As a reminder, Commitments within the StratusVue Platform are Subcontracts and Purchase Orders. Commitment Change Events are changes to those original Subcontracts and Purchase Orders.

Commitment Change Events have their own prints, and standard prints are provided out-of-the-box. Please note that the print that is produced can be customized for an organization at any time via the StratusVue Professional Services - Custom Reporting Team. If you are interested in customizing any of the Commitment Change Event prints, please contact support@stratusvue.com for more information.

Best Practice for Creating the First Commitment Change Order

The best practice for creating Commitment Change Orders is use the Create Change Order button. This best practice allows the system to generate the Vendor's Commitment Event folder within the Commitment Events section of the project. The Vendor's folder will hold all of the Commitment Events that are issued to that Vendor.

1. Navigate to the Commitment Info section of the Cost Management module of the project

2. Open the Commitment that a Change Order is being issued for

3. Select Create Change Order in the top ribbon

4. The system will generate the Commitment Change Order within the Commitment Events section of the Cost Management module - inside the vendor's Commitment Event Change Orders Folder

5. Select the Commitment that is being modified from the Commitment dropdown. The dropdown is a numerical list of all Commitments that have been issued to that vendor

Please note, using the create change order button from the original commitment will auto-fill that commitment into the commitment dropdown of the commitment chnage order

6. Select Save Changes

Please note, the Vendor name at the top of the change events is a hyperlink to the Commitment that is selected in the dropdown. It will be shown once the Commitment Event is saved.

Creating Commitment Events from the Vendor's Commitment Event Folder

Though the best practice for creating commitment change order events is from the original Commitment, Commitment Events can also be created from within the Commitment Events section of the Cost Management Module

1. Navigate to the Commitment Events section

2. Select the vendor's folder from the Commitment Events Subfolders grid.

f the folder doesn't exist, again the best practice is to go to the Commitment and use Create Change Order to generate the folder and the first change order to the vendor. Folders can be created in this screen, but Organizations with an integrated accounting platform should ONLY generate the Commitment Event folder from the original commitment. This ensures that mapping to the Organization's Vendor ID remains intact.

3. Select the Commitment Event Type folder that the Commitment Event will be created

The Commitment Event Types that are available for each Organization will vary. Out-of-the-box all Organizations receive Commitment Change Orders. If other Commitment Event Types are needed, please contact your Organization Admin

4. Once within the folder type, select Create New Cost Event in the top ribbon to generate a new Cost Event

5. Select the Commitment that is being modified from the Commitment dropdown. The dropdown is a numerical list of all Commitments that have been issued to that vendor

6. Select Save Changes

Adding Cost Event Items to a Commitment Change Event

Once the Commitment Event has been created, it is time to itemize the cost event items within the Cost Events Items grid. Items can be added individually using the single item entry or in multiples using the Multiple Item Entry option