You can use the Pricing configuration page (project Settings > Change > Configurations > Pricing configuration) to specify how Change manages pricing updates during the change order process.
You can configure the following settings:
Pricing configuration
Vendor Change order configuration
Client change order configuration
Current budget configuration
The Pricing configuration setting controls how changes made on the Pricing summary tab update other levels. When the Automatically update value changes to higher levels toggle is set to Yes, edits made on the Pricing summary tab are automatically pushed to any associated PCOs or CCO.
When the toggle is set to No, changes to the Pricing summary tab do not automatically update other levels. When a change is saved on the Pricing summary tab, the page shows a banner warning that the updated values are not reflected at all levels.
To update the values, open the Actions menu and choose Update values, and then select whether to pull values down or push values up.
Changes to the Pricing Summary tab are updated in one upstream direction.
From an issue, changes can be pushed to associated PCOs and CCOs.
From a PCO, changes can be pulled from associated issues or pushed to a CCO.
From a CCO, changes can be pulled from associated issues and PCOs.
This setting does not apply to updates on the Pricing tab. Edits to the Pricing tab are automatically updated across levels.
The Vendor Change order configuration setting applies to change orders that include vendor pricing items which are not associated to a vendor change order in InEight Contract.
When the Automatically create Vendor Change orders toggle is set to Yes, a vendor change order is automatically created when a client change order is executed. The new vendor change order includes the vendor pricing items from the executed client change order and can be edited and tracked in InEight Contract.
When the toggle is set to No, vendor pricing items must be manually associated to a vendor change order before the client change order can be executed.
The Client change order configuration setting determines whether users with the correct permissions can enter an Executed Change order amount different from the Current value of the change order during CCO execution. The Client change order configuration setting is available for projects when enabled at the organization level.
See Pricing configuration at the organizational level for more details about the Client change order configuration setting.
This setting controls whether a change order that might result in a negative current budget value in InEight Control can be executed.
At the organization level, when the toggle is set to Yes, the settings is automatically enabled for projects. When the Allow projects to edit Current budget configuration check box is selected, you can enable or disable the setting for projects. When the toggle is set to No at the organization level, the setting at the project level is disabled. For more information, see Pricing configuration in Organization settings.
At the organization level, when the toggle is set to Yes, and the Allow projects to edit Current budget configuration check box is selected, you can set the field to Yes for your project to allow negative values in the CB total cost field. When the field is set to No, the CB total cost field does not allow negative values.
When negative values are not allowed and you try to submit a budget move or execute a change order, Change calculates whether the budget move or change order execution could force the CB total cost field to be negative based on the sum of the cost items across all items in Change. When the action might result in a negative value, a warning message shows that lists all issues in Change that use the cost item. You must revise or remove the cost item from associated issues before the budget move can be submitted to InEight Control. Items that have positive values are permitted and are not shown in the warning message.
The warning message includes all issues on the pricing page with the same WBS codes. Items that have been sent to Control but not yet approved in Control are also shown. For example, if the budget for a cost item is $400 dollars, and you submit a budget move for $-250 for issue AA, Change might show the following warning message:
The message shows Issue AA and all other issues with the same cost item that are not yet accepted in Control that might cause the cost item to have a negative value. You must review and update the issues in the list to ensure issue AA will not cause the cost item to be a negative value and can be sent to Control.
If there is workflow for the budget move or CCO execution, Change shows the message before workflow begins.
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