Change Approval Process

After submission, all budget moves must be reviewed and approved before their values are added to the Current Budget. The Change register allows users with appropriate permissions to review the details of contract adjustments and budget moves, and either revise, reject, or approve the changes.

To access the Change Register, click on the “Change Register” tab at the top of the Control workspace.

• The submitted entries have a status of Pending in the Status column of the Change register

  • Rejecting the change ends the change process and prevents the proposed changes from updating any pay items or cost items

  • Revising the change restarts the change process for the proposed pay and cost items, and re-submits the change for approval

  • Approving the change makes the proposed pay and cost item changes final and updates the project price and cost information accordingly

Right click on a change register record to view further record details, make revisions, and review the changes that were previously made to the change record.

• The Details slide-out panel shows an overview of changes that were made to a particular change record, along with attributes such as the change order type, CBS position move from/to, and adjusted CB total cost /MHrs/Qty

• The Revise option takes you directly into the budget/contract move to review the change steps, and make any additional changes

• Review is a read-only option that takes you directly into a budget/contract move to review the change steps

Control retains Change column filters when you navigate out of the Change register, and then go back to the register.

Group by option

Activate the Group by icon to show certain Change columns in groups of like information. Similar to the CBS, you can activate the Group By icon in order to categorize certain columns in the Change Register.

Select a column header, drag it into the gray field above the column headers, and then drop it. Additionally, multiple columns headers can be placed in the Group By field.

After the Group by icon is activated, and one or more columns are grouped, such as the Status column, you can see all the change records in their respective groupings. You can also see a subtotal for each of the groupings.

Approve a Contract Adjustment / Budget Move