Disable Rules for Modifying Project Items when in a Bidding or Construction Phase

Once contracts are in a bidding or construction phase, automated rules prevent project items from being modified without an addenda or contract change. If your agency has reason to disable these rules (ie does not use OneOffice for bids, rules don’t apply, etc…) these rules can be disabled per project and changes made. To disable rules and modify items when in a bidding or construction phase:

1. From the Contract Menu, click on ‘Contract and Project Details’.

2. Click on ‘Details’ next to the Project to view the items associated to that selected project.

3. At the top of the page, click on the ‘Rules’ button.

4. Select one or more item rules that you would like to disable for the selected project only (it does not disable the rule(s) for the entire contract or site).

5. Enter the Reason.

6. Select if any bid item lists (internal and/or public) need to be refreshed with item changes that may be made.

7. Click ‘Save’.

8. You can now make the required item changes.