Change Order Screen Field Reference

Summary tab

Field

Description

Comment

Enter a comment about the change order.

Sort 1

If you have selected a WBS code for the primary sort for change orders, click to select the WBS code value on which to sort this change order. The WBS code selected for this sort field is displayed to the right of the field.

If you want to sort change orders without using WBS codes, enter the primary sort value for this change order. If no WBS code is set for the sort field, Sort1 is displayed to the right of the field.

See Sort Change Orders for information.

Sort 2

If you have selected a WBS code for the secondary sort for change orders, click to select the WBS code value on which to sort this change order. The WBS code selected for this sort field is displayed to the right of the field.

If you want to sort change orders without using WBS codes, enter the secondary sort value for this change order. If no WBS code is set for the sort field, Sort2 is displayed to the right of the field.

See Sort Change Orders for information.

Sort 3

If you have selected a WBS code for the tertiary sort for change orders, click to select the WBS code value on which to sort this change order. The WBS code selected for this sort field is displayed to the right of the field.

If you want to sort change orders without using WBS codes, enter the tertiary sort value for this change order. If no WBS code is set for the sort field, Sort3 is displayed to the right of the field.

See Sort Change Orders for information.

Date Received

Click to select the date the change order was received from a Date Picker.

Date Sent

Click to select the date the change order was sent from a Date Picker.

Expiration Date

Click to select the date the change order expires from a Date Picker.

Date Auth/Closed

Click to select the date the change order was authorized or closed from a Date Picker.

Summary - This area displays summary information for the change order including totals by cost item type, change order cost, financials, and extended cost. The fields in this area are display only.

CO Cost

Displays the cost of the change order cost items. Note if the change order deducts cost items from the estimate, this number could be negative.

Financials

Displays the total allocations for the financial cost items included in the change order. If the change order needs to be recalculated, this field appears in red.

Xtd Cost

Displays the extended cost of the change order, which is the change order cost plus the allocated financials. If the change order needs to be recalculated, this field appears in red.

Detail tab

Use this tab to manage the cost items in the change order. You can change certain fields, such as quantity, units, and unit cost, in the columns in the Detail tab.