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Viewing Contract Manager Documents
Contract Manager documents are documents from the Contract Manager module (formerly known as Expedition) that are associated with project activities. In the Activities window, select an activity that has a Contract Manager document associated with it. Click the Contract Manager Docs tab in Activity Details.
To view a document, select the document, then click View. For Contract Manager version 8.5 (Expedition), the document displays in Contract Manager Print Preview. For Contract Manager version 9.0 and higher, the document displays in your default Web browser.
You can view Contract Manager documents only if your project is linked to a project in the Contract Manager module. Refer to “Linking the Project Management and Contract Manager Modules” on page 509 for more information. You must access the Contract Manager module to associate a document with a project activity.
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Using Global Change
The Global Change feature enables you to make changes to all activities, or a selected group of activities, at one time. You can use Global Change to edit existing values, assign new values, or delete a group of activities from your project.
You can create global change specifications at varying levels, for activities, activity resource assignments, or project expenses. For example, create a statement to assign resource assignments to a group of activities. In addition, you can the save global change definitions.
When you run Global Change, data exclusively locked by another user does not change. To obtain exclusive access, before opening the project, choose Exclusive in the Access Mode section of the Open Project dialog box. Choose File, Open.
You must have access to the activities to which you want to make global changes. If your security profile does not enable you to access these activities, you will not be able to save your changes.
Change data globally Use the Global Change dialog box to create, edit, delete, or run global change specifications. Choose Project, Activities, then choose Tools, Global Change. Select a global change and click Apply Change. You can view the data changes in the Global Change Report window. To accept the changes displayed in the Global Change Report window, click Commit Changes; to cancel the global change and return the data to its original state, click Cancel Changes.
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Click and select a user name to make the specification available to that user.
Choose to make the selected global change specification available globally or only to specified users.
Click New to globally change activities, activity resource assignments, or project expenses.
Click Import to select a PCF file to import into another project.
Click Export to save a PCF file to another location.
Add or modify a global change statement Choose Tools, Global Change. Select the subject area for the global change statement. To select parameters for expressions that can affect all activity information, choose Activities. To select parameters for expressions that can affect an activity's resource information, choose Activity Resource Assignments. Choose Project Expenses to select parameters for expressions that can affect an activity's expense information.
Define If, Then, and Else statements to specify the data you want to change. If statements control which project data changes. Then and Else statements specify the changes to be made. You can define an unlimited number of If, Then, or Else statements. All global change specifications require at least one Then statement. If statements are optional. The module applies a Then statement with no If statement to all activities in the current filter. Click the If, Then, or Else section to select it, then click Add to add a statement.
Changing some parameters of an If, Then, or Else statement may affect the operators and criteria available in the statement.
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You can create user-defined parameters.
Click to define additional If, Then, and Else statements.
Copy and paste a specification Choose Tools, Global Change. Select the specification you want to copy, then click Copy. Click Paste. The new specification is placed at the bottom of the list of specifications.
Cut, copy, or paste a statement Choose Tools, Global Change. Select the global change specification you want to edit, then click Modify. Select the statement you want to cut or copy, then click either Cut or Copy. Click the section into which you want to paste the statement, and click Paste. The new statement is placed at the bottom of the list of statements.
You cannot paste statements from the If section of the Global Change dialog box into the Then or Else sections; however, you can cut or copy and paste between the Then and Else sections.
Store new values in user-defined fields To define user fields, choose Enterprise, User Defined Fields. In the Modify Global Change dialog box, use the custom user fields in a global change statement to store custom values in a project database. For example, you can create a Then statement assigning a value of COMPLETE to the text-type user field defined for the Activities subject area called Production for Development activities. You can display Production as a column in the Activity Table to view the new values.
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Changing the subject area of a specification will clear all existing If, Then, and Else statements.
Combine text fields You can use Global Change to modify text data items such as activity IDs and names, and activity codes, by linking two text fields using the ampersand (&) operator. This is called concatenation. The following statement adds the location activity code value to the Activity ID field, if there is a value assigned to the activity:
Then: Activity ID = Activity ID & Location
Use a dash (-) or underscore (_) to represent spaces when concatenating data.
For more information on the valid arithmetic operators and calculations available in Global Change, along with examples of date arithmetic, see the Help.
Use arithmetic with Global Change You can use arithmetic equations to change numeric data such as quantities, costs, and durations. Use addition, subtraction, multiplication, and division to calculate new values. Click the Operator column to list the various operator symbols. Join text strings with an ampersand symbol (&).
Arithmetic operators can link two data items, a data item and a number, or two numbers that you enter. Use arithmetic operators in Then and Else statements to calculate new values for a data item. The module does not use arithmetic operations in If statements, only comparisons.
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