[PM] Change Orders (BASIC)

Project Management> Programs> PM Contracts

Items Tab

CO1. Add the C.O. in Contract Items

Make sure your description matches your change order. You will not apply cost to the item in Contracts

Project Management> Programs> PM Approved Change Orders

Grid Tab

CO2. PM Approved Change Orders

CO3. ACO Enter your line item number

CO4. Add your description, it's best to match your Change Order description to this description

CO5. Go down to the second half of PM Approved Change Orders and fill in the ACO Item

CO6. Description - this should auto populate

Scroll over to the right so that Contract Item and Amount are showing 

CO7. Go into Contract Item and either type the number or press f4 and select the contract item to attach it to the line

CO8. Go into the amount and add the amount of the change order.

*STOP* Are you the one who has final approval? If you do not, do not interface. If you do, here is how you'll interface.

Project Management> Programs> PM Interface

CO9. Go into PM Interface

Type in your Project #:
 

CO10. Validate the change order, is this the correct month?

CO11. Interface.