| | How do I create a commitment change order in Project Management? |
| Resolution | - Go to Project Management, Contract Control, Commitment COs.
- In the Job field, enter the job for this commitment change order.
- In the Commitment field, enter the commitment for this commitment change order.
- Enter the applicable information for the commitment change order.
- Use one of the following methods to create the change order detail:
- Click Select Change Requests to choose change request items to use. Use the binoculars button at the end of the row to select an existing commitment line item. Leave it blank to add a new line item. The new item fills in when you click Save.
- Enter the changes into the grid manually:
- For a unit-price commitment, enter the Units and the Unit Cost. After you save a commitment change order, you can’t change the Unit Cost.
- Enter an Amount. Enter a negative amount if you need to reduce the total commitment. Add lines for any job or cost code combinations not on the original commitment. You can only do this if you don’t click Select Commitment Items.
- A cost code or category may prefill, but you can change them.
- If a commitment item number appears and you want to create a new item, right-click in the arrow box on the left of the line. Select Clear commitment item link to add this change as a commitment line item.
- Verify the Total at the lower right of the window.
- Select the Release to Accounting check box if appropriate and you have the authority to do so.
- Make sure you check the Revise Commitment box. If you start with a Status of Approved it checks the box by default. If you modify the default status or don’t have the permissions, a user with the right permissions will need to check the box.
- Select Save.
- Repeat steps 3 - 9 until you’ve entered all commitment change orders.
- Click Close.
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