Change Order Classes
Form ID: (PM203000)
You use this form to add, view, edit, and delete the change order classes that are used in change orders. For more information, see Tracking Changes to the Project Budget.
This form is available if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
In this area, you can specify or view the basic settings of a change order class.
| Element | Description |
|---|---|
| Class ID | The unique identifier of the change order class. |
| Description | The description of the change order class. |
| Two-Tier Change Management |
A check box that indicates (if selected) that the change order class supports two-tier change management. For more details, see Change Requests: General Information. The check box appears on the form only if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form. |
| Active | A check box that indicates (if selected) that the change order class is available for selection on the Change Orders (PM308000) form. |
Details Tab
This tab includes general information about the change order class.
| Element | Description |
|---|---|
| Cost Budget |
A check box that indicates (if selected) that a user can modify existing cost budget lines and add new ones by using change orders of this class. Tip:
If the Cost Budget check box is selected and
the Revenue Budget check box is cleared, a change order
that belongs to the change order class is a revenue change order. For more
information, see Single-Tier Change Management: General Information. The check box is selected and unavailable for editing if the Two-Tier Change Management check box is selected in the Summary area of this form. For more information about managing changes in two tiers, see Change Requests: General Information. |
| Revenue Budget | A check box that indicates (if selected) that a user can modify existing
revenue budget lines and add new ones by using change orders of this
class. Tip: If the Revenue Budget check box is selected, a
change order that belongs to the change order class is a revenue change order. For
more information, see Single-Tier Change Management: General Information. |
| Commitments |
A check box that indicates (if selected) that a user can modify existing commitments and add new ones by using change orders of this class. For more information about tracking changes to commitments, see Change Orders for Commitments: General Information. The check box is selected and unavailable for editing if the Two-Tier Change Management check box is selected in the Summary area of this form. |
Attributes Tab
On the Attributes tab, you can select the attributes to be used for change orders of this change order class. When a change order of the class is created, the attributes defined for this change order class are listed on the Attributes tab of the Change Orders (PM308000) form.
You can add only attributes that have been defined on the Attributes (CS205000) form.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Active |
A check box that indicates (if selected) that the attribute is available for the change orders of this class. You can deactivate an obsolete attribute by clearing the check box. In this case, the deactivated attribute will no longer be displayed for a change order of this class, but all attribute values that have already been specified for existing change orders still will be stored in the database. Thus, if you reactivate the attribute, its values will become visible in the system again. |
| Attribute ID | The attribute identifier, which has been specified on the Attributes form. |
| Description | A read-only box showing the description that has been provided for the attribute. |
| Sort Order | An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on. |
| Required | A check box that indicates (if selected) that the user must specify a value for this attribute on the Change Orders (PM308000) form. |
| Internal |
A check box that indicates (if selected) that the attribute is not available for Customer Portal users. The state of the check box is copied from the Attributes (CS205000) form. |
| Control Type | A read-only box displaying the element type of the attribute. |
| Default Value | The default value of the selected attribute. |