Budget Change Request

Use the Budget Change Request (BCR) to document the proposed cost and/or schedule change, budget request details, justification, and other explanative details about the budget change. You can also submit a BCR even when there is no schedule attached to a cost project. You can enter the value of the change at the work package level.

The BCR type that ships with the default data is configured to support the process of planning a change for a single Control Account and routing it for approval.

With this change request, the Control Account Manager (CAM) is able to edit the schedule and cost details related to the change (including fully pricing the proposed changes) and have them reviewed by the scheduler and Project Controls Analyst (PCA) prior to them being routed for final approval. During this process the approved schedule and cost budget are not impacted by the changes being made. The default workflow configuration uses a unique system generated number to identify each change.

On final approval, the changes are automatically applied to the approved schedule and cost budget and the project budget log is updated. The BCR's for a Control Account provide an auditable record of the budget changes to that Control Account.

For more information on change management, see the following:

• Change Management Overview

• Change Management Process

For information about running the Work Authorization report instead of creating Work Authorizations after the Budget Change Request is approved, see Work Authorizations and the Budget Change Request in the Work Authorization Overview topic.

Prerequisites

Before creating a PM Compass change request:

• Configure the Change Details on Form tab of Workflow Type Configuration and select a valid template project/class.

• If you have a code file validating your work package ID, you should add the new code to the code file in Cobra. Once a new code file has been added, you must refresh the database before creating the BCR.

Form Toolbar

All workflow categories in Deltek PM Compass share a common form toolbar.

Form Tabs

The Budget Change Request Form includes the following tabs:

• General tab

• Child Workflows tab

• Related Workflows tab

• Links tab

• Progress tab

• Advanced tab

Use the Tabs on Form tab in Workflow Type Configuration to determine the labels for tabs and to add or remove tabs for each workflow type.

What do you want to do?

Run a Budget Change Request Report

Run a Contract Change Report

Create a budget change request

Update the Forecast with the Budget Change

Learn about the different date sets

Customize the workflow form using Form Designer

Copy data from an existing class into the new Budget Change Request class

Document the reason for a change request

Work with activities

Work with work packages

Add time phased data at the WP and CA level for manual entry of costs

View location

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