Change order classes (PM203000)

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  • Change order classes enable grouping of change orders by their impact on projects and by additional attributes that classes can have.

  • You can also segregate changes by class in reports to analyse, for example, which types of changes have the greatest impact on project profitability.

  • By using a change order class, you can create an internal change order that does not affect the revenue budget of projects and is not assigned any reference number within a project. This class of change orders will not have the Revenue budget tab in the Change orders (PM308000) window.

  • Change order classes also support the use of global attributes defined in the Attributes (CS205000) window. A list of attributes can be specified for a change order class to be available in each change order belonging to the class.

  • You can specify a default change order class in the Default change order class field on the General settings tab of the Project accounting preferences (PM101000) window. The default change order class is then assigned to each newly created document in the Change orders (PM308000) window.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
Element Description
Class ID The unique identifier of the change order class.
Description

The description of the change order class.
Active A check box that indicates (if selected) that the change order class is available for selection in the Change orders (PM308000) window.

This tab includes general information about the change order class.

Element Description
Cost budget A check box that indicates (if selected) that you can modify existing cost budget lines and add new ones with change orders of this class.
Revenue budget A check box that indicates (if selected) that you can modify existing revenue budget lines and add new ones with change orders of this class.
Commitments A check box that indicates (if selected) that you can modify existing commitments and add new ones with change orders of this class.

On the Attributes tab, you can select attributes for this change order class. You can add only attributes that have been defined in the Attributes (CS205000) window.

Verktygsraden innehåller endast standardfunktioner.

Element Description
Active A check box that indicates (if selected) that the attribute is available for the change orders of this class.
You can deactivate an obsolete attribute by clearing the check box. In this case, the deactivated attribute will no longer be displayed for the change orders of this class, but all attribute values that have already been specified for existing change order still will be stored in the database.
Thus, if you re-activate the attribute, its values will become visible in the system again.
Attribute ID The attribute identifier, which has been specified in the Attributes (CS205000) window.
Description A read-only field showing the description that has been provided for the attribute.
Sort order

An integer that defines the position of the attribute in the list of attributes available for the entity type.
You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on.
Required A check box that indicates (if selected) that the user must specify a value for this attribute on the appropriate data entry form.
Control type A read-only field displaying the element type of the attribute.
Default value A default value of the selected attribute, which is specified in the Attributes (CS205000) window.

Related reports

Change order (PM643000)