Add Files or Items to Change Orders

Refer to the rules for working with Change Orders, Files, and Items before proceeding.

Add a File or Item to a Change Order

Add an Item or a File to a Change Order from the Change Order View

  1. Right-click a change order and then select Edit.
  2. In the ECO dialog, select the Records tab.
  3. Click Add.
  4. The Find dialog is displayed. Locate the files or items to add. Multiple files or items can be added at the same time.

Add an Item to a Change Order from the Item View

  1. Right-click on an item or items not already assigned to a change order and select Add to Change Order.
  2. On the Find dialog, search for the change order to which you want to assign the item(s).
  3. Select the change order from the results list and click OK to complete the assignment.

Add Related Files Or Items to a Change Order

Add Related Files to a Change Order

  1. Right-click a change order and then select Edit.
  2. In the ECO dialog, select the Records tab.
  3. Right-click a file listed on the Records tab and then select Add Related.
  4. In the Add Related dialog, turn on the check box next to a child or parent file to add that file to the change order. If the check box for a file is disabled, the file is already on the change order or is on another change order and cannot be selected.
  5. Click OK to add the related files to the change order.

Add Related Items to a Change Order

  1. Right-click a change order and then select Edit.
  2. In the ECO dialog, select the Records tab.
  3. Right-click an item listed on the Records tab and then select Add Related.
  4. In the Add Related Items dialog:
    • click the Bill of Materials tab to add related child items. Turn on the check box next to a child item to add that item to the change order or click Auto Add to add all previously unreleased child items to the change order. If the check box for an item is disabled, that item is already on the relevant change order or is on another change order and cannot be selected.
    • click the Where Used tab to add related parent items. Turn on the check box next to a parent item to add that item to the change order. If the check box for an item is disabled, that item is already on the relevant change order or is on another change order and cannot be selected.
  5. Click OK to add the related items to the change order.
Parent topic: Change Orders