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AVEVA™ Contract Risk Management - Company Portal

Edit the core details of a communication

  • Last UpdatedAug 27, 2024
  • 3 minute read

The contract's Method of Communication determines when the contract communications can be edited (in other words, when the communication is in an editable state):

  • If set to Contractor to communicate via other means (the contractor does not use the Contractor Portal), all communications can be edited in any state. This is to facilitate the creation and maintenance in AVEVA Contract Risk Management of communications which exist in another system such as email.

    Financial values, including line items, cannot be edited for Not Agreed or Rejected communications.

  • If set to Contractor to communicate via Contractor Portal, communications can only be edited when in Draft state.

    Note Custom field values can be edited if the communication is not in Draft if the custom field was configured in the communication template to allow this. See Edit the custom field values of a communication.

Users with the following contract roles can edit a communication in the Company Portal:

  • Contract Owner

  • Contract Administrator

  • Company Representative

To edit the core details of a communication:

  1. On the communication register, click the Title of the communication you want to edit.

    The Communication Details page is displayed.

  2. Click the fa-pencil Edit button.

    The page is refreshed to display editable fields. Financial and schedule impact fields are shown only if the communication template is configured to use them.

  3. Edit the information as required in the relevant fields.

    Note Fields marked with an asterisk fa-asterisk are required.

    Field

    Description

    Title

    The title (subject) of the communication.

    Originated On

    The date on which the communication was created. The default is the current date.

    Description

    A description for the communication, e.g. a message to the recipient.

    Note This is a Rich Text field; use the buttons on the field toolbar to add formatting to the text.

    Currency

    The base currency of the communication.

    This cannot be edited if the communication is not in Draft, regardless of the contract's Method of Communication.

    Financial Impact

    The value of the financial impact of the communication in the communication currency.

    If the communication can have multiple commitment change values, this is the total of the change values and cannot be edited. See Commitment change values for more information.

    If the communication is configured as Expenditure, this is the total of the expenditure values, including any line items, and cannot be edited. See Expenditure values for more information.

    Schedule Impact

    The value of the schedule impact of the communication in days.

  4. Click fa-check Save.

    The Communication Details page is refreshed to show the updates.

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