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Companies, names and data used in examples are fictitious.  \nCopyright ©2025 by InEight. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express permission of InEight.  \nMicrosoft Windows, Internet Explorer and Microsoft Excel are registered trademarks of Microsoft Corporation.  \nAlthough InEight Change has undergone extensive testing, InEight makes no warranty or representation, either express or implied, with respect to this software or documentation, its quality, performance, merchantability, or fitness for purpose. As a result, this software and documentation are licensed “as is”, and you, the licensee are assuming the entire risk as to its quality and performance. In no event will InEight be liable for direct, indirect, special, incidental or consequential damages arising out of the use or inability to use the software or documentation.  \nRelease 25.3  \nLast Updated: 19 August 2025  \nThis page intentionally left blank.  \nCONTENTS  \nCHAPTER 1 — INEIGHT CHANGE OVERVIEW  15  \n1.0.1 Change Overview  15  \n1.0.1.1 Who uses Change?  16  \nCHAPTER 2 — PROJECT SETUP  19  \n2.1 Organization settings  20  \n2.1.1 Customizable Revenue Categories  21  \n2.1.1.1 Accessing Project Details  23  \n2.1.1.2 Accessing Organization Level Settings  24  \n2.2 Configurations  25  \n2.3 Custom lists  28  \n2.4 Pricing configuration  29  \n2.5 ID customization  29  \n2.6 Task type setup  30  \n2.7 Workflow assignments  30  \n2.7 Step by Step 1—Add a workflow assignment threshold  31  \n2.7 Step by Step 2—Add a budget move approval workflow  32  \n2.8 Change templates  32  \n2.8.0.1  33  \n2.9 Templates subtab  33  \n2.9.1 Download a sample template  33  \n2.9.2 Creating a change order template  33  \n2.10 Template contact tags  34  \n2.11 Maintain field formatting  35  \n2.12 DocuSign tags  35  \n2.13 Template types  35  \n2.14 Template language  36  \n2.15 Collection tables  36  \n2.15 Step by Step 1—Add a collection table to a template  37  \n2.16 Tips for using template tags  37  \n[2.16.0.1](2.16.0.1) Tips for using template tags  37  \nGeneral tag information  37  \nCollection table tags  38  \nDocuSign tags  38  \nMicrosoft Word documents  38  \nMicrosoft Excel documents  38  \n2.17 Build your template  39  \n2.17.1 Template versions  43  \n2.17 Step by Step 1— Build a Change Template  44  \n2.18 Template settings subtab  48  \n2.19 Change custom labels  51  \n2.20 Change Project Settings  52  \n2.20 Step by Step 1—Open Project Settings  53  \n2.20.1 IDF Response Codes  56  \n2.20.2 Notifications  56  \n[2.20.2.1](2.20.2.1) Written Notification Time Requirement  56  \n[2.20.2.2](2.20.2.2) Notify Scheduler of Issues  57  \n[2.20.2.3](2.20.2.3) Notify Assigned To Persons  58  \n[2.20.2.4](2.20.2.4) Notify controller of adjustments  59  \n2.20.3 Workflow  59  \n[2.20.3.5](2.20.3.5) New issue approval setup  59  \n2.20 Step by Step 2—Add a new issue approval workflow  60  \n2.20.4 PCO and CCO approvals  60  \n[2.20.4.6](2.20.4.6) Group workflows  61  \n2.20 Step by Step 3—Create group workflows  62  \n[2.20.4.7](2.20.4.7) Change order approval setup  62  \n2.20 Step by Step 4—Add a workflow assignment  62  \nDocument approval setup  64  \n2.20.5 Overview – CCO execution setup  65  \n2.21 Configurations  66  \n2.22 ID Customization  67  \n2.22.1 ID customization  67  \n2.23 Pricing markup  67  \n2.24 Allowance category  69  \n2.25 Dependent cost items  70  \n2.26 Decimal precision  71  \n2.27 Message configuration  72  \n2.28 Responsible party  72  \n2.29 Construction area  73  \n2.30 Custom lists  73  \n2.31 eSign setup  74  \n2.32 Change templates  75  \n2.33 DocuSign setup  76  \n2.33.1 DocuSign Advanced Options  76  \n2.34 Change custom labels  76  \n2.35 Permissions  77  \n2.35.1 Supporting documents permissions  77  \nCHAPTER 3 — GENERAL NAVIGATION  79  \n3.1 Page Navigatio","cbCaifh8TTTcjoh1","https://ap.wps.com/l/cbCaifh8TTTcjoh1","pdf",18129157,246,"English","# CHAPTER 1 — INEIGHT CHANGE OVERVIEW\n## 1.0.1 Change Overview\n## 1.0.1.1 Who uses Change?\n# CHAPTER 2 — PROJECT SETUP\n## 2.1 Organization settings\n## 2.1.1 Customizable Revenue Categories\n## 2.1.1.1 Accessing Project Details\n## 2.1.1.2 Accessing Organization Level Settings\n## 2.2 Configurations\n## 2.3 Custom lists\n## 2.4 Pricing configuration\n## 2.5 ID customization\n## 2.6 Task type setup\n## 2.7 Workflow assignments\n## 2.8 Change templates\n## 2.9 Templates subtab\n## 2.10 Template contact tags\n## 2.11 Maintain field formatting\n## 2.12 DocuSign tags\n## 2.13 Template types\n## 2.14 Template language\n## 2.15 Collection tables\n## 2.16 Tips for using template tags\n## 2.17 Build your template\n## 2.17.1 Template versions\n## 2.18 Template settings subtab\n## 2.19 Change custom labels\n## 2.20 Change Project Settings\n## 2.20.1 IDF Response Codes\n## 2.20.2 Notifications\n## 2.20.3 Workflow\n## 2.21 Configurations\n## 2.22 ID Customization\n## 2.23 Pricing markup\n## 2.24 Allowance category\n## 2.25 Dependent cost items\n## 2.26 Decimal precision\n## 2.27 Message configuration\n## 2.28 Responsible party\n## 2.29 Construction area\n## 2.30 Custom lists\n## 2.31 eSign setup\n## 2.32 Change templates\n## 2.33 DocuSign setup\n## 2.34 Change custom labels\n## 2.35 Permissions\n## 2.35.1 Supporting documents permissions\n# CHAPTER 3 — GENERAL NAVIGATION\n## 3.1 Page Navigation\n## 3.1.1 Change Tools and Navigation\n## 3.1.1.1 Change Toolbar\n## 3.1.2 Change Register tabs\n## 3.2 Column and Row Management\n## 3.2.1 Expand Columns\n## 3.2.2 Move Columns\n## 3.2.3 Sort Columns\n## 3.2.4 Manage Row density\n# CHAPTER 4 — ISSUES\n## 4.1 InEight Change Workflow\n## 4.2 Issue Creation and Setup\n## 4.2.1 Issue Creation\n## 4.2.2 Issue Header\n## 4.2.2.1 Cost, markup, and markup percent pricing breakdown\n## 4.2.2.2 Status information\n## 4.2.2.3 Issue Status\n## 4.2.2.4 Pricing Status\n## 4.2.2.5 Proposal Status\n## 4.2.3 Delete an issue\n## 4.3 Details tab\n## 4.3.0.1 Issue details\n## 4.3.0.2 Issue description\n## 4.3.0.3 Additional details\n## 4.3.0.4 Request for Information\n## 4.4 Review or Approve an issue\n## 4.5 Change toolbar\n## 4.5.1 Add notes\n## 4.6 Current value\n## 4.7 Supporting documents\n## 4.8 View a supporting document\n## 4.9 Create an RFI form in InEight Document\n## 4.10 Create Mail in InEight Document\n## 4.11 Package supporting documents\n## 4.12 Main and subordinate issues","[{\"question\":\"What supporting document workflows are included for issues?\",\"answer\":\"It includes uploading and viewing supporting documents, creating RFI forms, creating mail, packaging supporting documents, and handling main/subordinate issue structures.\"}]","CHANGE USER GUIDE - Release 25.3 | PDF",1789204945,86]