UNITS

Use this subtask to enter detailed information for change order line types of units. This will allow you to track the different units that have been budgeted for this change order.

Project

This non-editable field displays the project from the main screen. The project description appears in the adjacent non-editable field.

CO Number

This non-editable field displays the change order from the main screen.

Account

This non-editable field displays the account from the units line from the main screen. The account description appears in the adjacent non-editable field.

Status

This non-editable field displays the current status of the change order from the main screen.

Org

This non-editable field displays the organization from the units line from the main screen. The organization description appears in the adjacent non-editable field.

Budgeted Amt

This non-editable field displays the change order amount of the units line from the main screen.       

Ref 1

If you are using the reference number feature, your company-wide reference number 1 description appears in this non-editable field. The reference number 1 entered in the main screen, as well as its description, appears in the adjacent non-editable fields.

Remaining

This non-editable field displays the difference between the Budgeted Amt field and the sum of the Total Amount column. It represents the amount of the change order line that has not been identified to specific units.

Table Window

CLIN

Enter, or use to select, a valid CLIN for this line. If you use this field, you cannot use the Price Catalog field.   

Price Catalog

Enter, or use to select, a valid price catalog for this line. If you use this field, you cannot use the CLIN field.   

Item

Enter, or use to select, a valid item for this line.

Rev

Enter, or use to select, a valid revision for this line.

Units Changed

Enter the number of units changed for this line. This is a required field.

Price Per Unit

Enter the price per unit for the selected unit. This is a required field.

Amount

Units Charged times Price Per Unit will display here. This field is editable; making edits here will cause the Units Changed column to recalculate.

Multiplier

Enter a fee or markup percentage for this units line. Entering 1.00 represents no markup rate. To reflect a profit or fee of 50%, enter 1.50. This column helps to track profits for the Project Budgeting function by allowing unit markups. These profits and fees are especially important for those product budgets that use multipliers.

Profit Amount

This column displays the profit derived from the Total Amount less the Amount column. This field is editable; making edits here will cause the Multiplier column to recalculate.

Total Amount

Enter the total amount for the unit. If you have entered the Units Charged and the Price Per Unit, the system will calculate this field. This is a required field.

Budgeted (Units/Amt)

These non-editable fields display the Changes, Profit Amount, and Total Amount budgeted from the selected row of the main screen.

Remaining (Units/Amt)

These non-editable fields display the Amount, Profit Amount, and Total Amount remaining for these table window rows.

Totals (Units/Amt)

These non-editable fields display the totals of the Units Charged and Total Amount columns, respectively. Note that the sum of the Total Amount column must equal the Budgeted Amount before you can save this screen.