Use this screen to enter and maintain change orders. Change orders are additions or reductions to the original scope of work specified in the contract. You can use them to track revisions caused by changes in the project's scope of work.
If you want the budgets to be updated when an approved change order is saved, make sure that you select the Update Baseline Budget with Approved COs and Update Workplan Budget with Approved COs check boxes in the Maintain Project Budget Settings screen (Projects » Advanced Project Budgeting » Controls).
Use this screen after saving changes in the Modifications screen (Projects » Project Setup » Controls).
Enter, or use 
to select, a valid project for the change
order. This field is required. The description of the project will appear
in the non-editable field to the right. You can enter change orders at
any level of the project and at multiple levels of the same project. On
reports that provide change order totals, change orders entered at and
below the budget level will be summarized into the totals.
This non-editable field displays the change order number. This number, which is assigned by the system, provides a unique identifier for each change order.
Enter a description, up to a 25 characters, of the change order. This field is required.
This non-editable field displays the ID of the user entering the change order.
This non-editable field displays the system date on which the change order was entered or modified.
Enter a user-defined change order number for this customer. You can enter up to 10 characters. This field is required.
Enter the total amount of this change order. This field is required.
Use this group box to update the project's modifications amounts with the change order total amount. Since the approval of a change order signifies a change in the scope of work, changing the status to a code of Approved will update the Modifications screen (Projects » Project Setup » Controls) with an additional record. When you save this screen, if either or both of the Contract or Funding check boxes are selected, Costpoint will insert a new modification, identified by the next sequential number, into the appropriate Cost field in the Modifications screen. The change order description and dates from this screen will also be used.
Select this check box to add change order amounts to the contract value modification amount.
Select this check box to add change order amounts to the funding modification amount.
Use to select a valid change order status. A change order
can have multiple statuses over its life cycle but can have only one status
at a time. Note that you cannot edit this screen if the Approved
status is selected.
Use this table window to record the individual line items of the change orders. You can enter lines to allocate or budget the change order. You can designate each of the lines with a Line Type and you will be able to open a subtask for entering detailed information about the line. Because a project's scope of work may change without the accounts or cost codes fully identified, this table window is optional. In such a case, you should enter all or part of the change order amount in the Unallocated Amount field. The sum of the line changes and the Unallocated Amount field must equal the Change Order Total field before you can save the screen. Note that you must completely allocate a change order before it can be approved.
Enter, or use the drop-down list to select, the line type for this line. Available options are:
H - Hours
S - Subcontractors
U - Units
D - None
If you select either the H, S, or U options, the appropriate button at the bottom of the screen will be enabled. Each line can have only one line type but you can enter different line types for the same change order.
Enter, or use to select, a valid account for this line.
This field is required.
Enter, or use to select, a valid organization for this
line. This field is required.
If you are using the reference number feature, enter, or use to select, a valid Reference No. 1 for this line. Many companies
in the construction industry find it helpful to use Reference No. 1 to
set up cost code structures. Data entry and budgeting can then be performed
by cost code.
Enter the amount of the change order line. The amount can be positive or negative.
Enter a fee or markup percentage for this change order line. Entering 1.00 represents no markup rate. To reflect a profit or fee of 50%, enter 1.50. This field is editable; making edits here will cause the Profit Amount column to recalculate.
This column helps track profits for Costpoint Advanced Project Budgeting by allowing change order markups. These profits and fees are especially important for those product budgets that use multipliers.
This column displays the profit derived from the Total Amount less the Changes amount. This field is editable; making edits here will cause the Multiplier column to recalculate.
This column displays the Changes amount times the Multiplier.
This non-editable field displays the name of the selected account.
This non-editable field displays the name of the selected organization.
This non-editable field displays the sum of the change order amount lines.
Enter the amount of the change order total that cannot be identified to a specific account. The sum of the Totals and Unallocated Amount fields must equal the CO Total field before the screen can be saved.
Click this button to open a subtask where you can enter the period of performance dates of the change order, as well as any notes. This subtask is required because it provides the Start Date and End Date.
Click this button to open a subtask where you can enter detailed information on each of the subcontractors that compose the subcontractors lines.
Click this button to open a subtask where you can enter detailed information on each of the units that compose the units lines.
Click this button to open a subtask where you can enter detailed information on each of the employees and vendors that compose the hours lines.
This screen updates the following table:
BUD_CO_HDR
BUD_CO_LN
BUD_CO_LN_SUBCT
BUC_CO_LN_UNITS
BUD_CO_LN_HRS