Single-Tier Change Management: Mass Processing of Documents

This topic explains how to perform mass-processing operations related to change orders, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Recalculating Change Orders

In some cases (for instance, if the project budget has been adjusted with change orders that have been modified through external tools or import scenarios), you may need to validate the project balances to make change order quantities and amounts of the project budget match the values of the change orders.

To recalculate budget values affected by change orders, you use the Recalculate Project Balances (PM504000) form. On this form, you select the Recalculate Change Orders check box in the Selection area. You also select the unlabeled check boxes in the rows of the projects to be processed and click Process on the form toolbar to process the selected projects; alternatively, you can click Process All to process all the projects shown in the table. For more information, see Project Budget: Recalculation of the Project Balances.