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 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
You use the elements in this area to add a new change order class or to view the details of an existing 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 with change orders of this class. 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. |
| Revenue Budget | A check box that indicates (if selected) that a user can modify existing revenue budget lines and add new ones with change orders of this class. |
| Commitments |
A check box that indicates (if selected) that a user can modify existing commitments and add new ones with change orders of this class. 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 attributes for this change order class. All the change orders for which the change order class is selected inherit the attributes of this class.
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 the change orders of this class, but all attribute values that have already been specified for existing change order still will be stored in the database. Thus, if you re-activate 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 appropriate data entry form. |
| Internal | A check box that indicates (if selected) that the attribute is not available for portal users. |
| Control Type | A read-only box displaying the element type of the attribute: Text, Combo, Check box, or Datetime. |
| Default Value | A default value of the selected attribute, which is specified on the Attributes form. |