How do I create a commitment change order in Project Management?
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Resolution

1) From the Contract Control menu, select Commitment COs.

2) In the Job field, type or select the job for this commitment change order.

3) In the Commitment field, type or select the commitment for this commitment change order.

4) Enter the applicable information for the commitment change order.

5) Use one of the following methods to create the change order detail:

a) Select Select Change Requests to select one or more change request items to use in this commitment change order. You can use the binoculars at the end of the row to select an existing commitment line item or leave blank to add a new line item. The new item will fill in when you click Save.

b) Enter the changes into the grid (not using change requests)

i) If this is a change order for a unit-price commitment, enter the Units and the Unit Cost.
Note: After you save a commitment change order, you cannot change the Unit Cost.

ii) In the Amount column, type the calculated change order amount. You can enter a negative amount if you need to reduce the total commitment. Add additional lines for any job or cost code combinations not on the original commitment.
Note: This can only be done if you do not click Select Commitment Items.

iii) A cost code or category may prefill in the grid, however you can change them to new cost codes or categories as appropriate.

Note: If a commitment item number appears in the commitment Item field and you want to create a new commitment line item, right-click with mouse in box on the left line arrow and select "Clear commitment item link" to add as this change as a new commitment line item.

6) Verify the Total at the lower right of the window.

7) Select the Release to Accounting check box if appropriate and you have the authority to do so.
Note: make sure that the Revise Commitment check box is checked. If you start with a Status of Approved it will be by default, but if you modify the default status or do not have the permissions, a user with the ability to do so will need to check the box.

8) Select Save.

9) Repeat steps 3 - 8 until you have entered all commitment change orders. Then click Close.

DocLink: ARCHIVED Why is my change request not available to select in the Select Change Request Details for Commitment CO window?
DocLink: How do I enter a commitment change order in Job Cost?
DocLink: I cannot change the job, cost code or category on my commitment change order
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