Single-Tier Change Management: Creating a Change Order

You can create a change order for a project from the Projects (PM301000) form or directly on the Change Orders (PM308000) form.

In a change order with the On Hold status, you can add the following on the Revenue Budget and Cost Budget tabs:
  • An existing budget line, whose values you can increase and decrease
  • A new budget line based on an existing project task
  • A budget line based on the change order task

When you edit a change order line, you can see the following values, with CO indicating change order:

  • The original amount in the Original Budgeted Amount column
  • The released and draft change order amounts in the Previously Approved CO Amount and Other Draft CO Amount columns
  • The updated amount in the Revised Budgeted Amount column

When you save a change order with the On Hold status, its quantity and amount values increase the Potential CO Quantity and Potential CO Amount of the corresponding project budget lines on the Projects (PM301000) form.