Single-Tier Change Management: Revenue Change Number

Each project has its own numbering sequence for the change orders that can affect the revenue of the project. By default, the Revenue Change Nbr. of a change order on the Change Orders (PM308000) form is an integer that the system assigns sequentially: 0001 for the first change order for the project, 0002 for the second, 0003 for the third, and so on. The last assigned number for the project is shown in the Last Revenue Change Nbr. box on the Summary tab (Project Properties section) of the Projects form (PM301000).

You can manually change the Revenue Change Nbr. of a particular change order. (Duplicate numbers within a project are not allowed, however.) If you change this number for a change order, you should make a similar change to the Last Revenue Change Nbr. of the corresponding project so that the system continues to assign these numbers correctly.

You should adhere to the following recommendations if you manually assign revenue change numbers:

• Use a four-digit number as a revenue change number, such as 0001.
• If you need to use mixed characters for a revenue change number—that is, letters, symbols, and numerals—add a four-digit number to the character string, resulting in a revenue change number such as CO#0001.
• If a project has revenue change orders and the numeric part of the last assigned revenue change number for the project consists of a one- or two-digit number, add enough zeros before the numeric part of the last change number so that the numeric part of the number is at least four digits. For example, if the Last Revenue Change Nbr. in the Project Properties area of the Summary tab of the Projects form is CO#9, change it to CO#0009.

For change orders that cannot affect the project revenue and the Reversing change orders (those that reverse the impact of the original change orders), the Revenue Change Nbr. box is read-only and contains N/A.

For the Reversed change orders (those that have been reversed), you can reuse the Revenue Change Nbr.—that is, assign the Revenue Change Nbr. of a Reversed change order to a new change order. This will not lead to an error of duplicated numbers because the Reversed change order does not affect the project revenue anymore. If you reuse the Revenue Change Nbr. of a Reversed change order, you should make the appropriate change to the Last Revenue Change Nbr. of the corresponding project on the Projects form so that the system continues to assign these numbers correctly.