Perform a Net Zero Dollar Associated Budget Move

  1. Hover over the Actions drop-down menu, hover over Budget move & contract adjustment, then select Budget move.

    • The Budget Move – Details window appears

    • The Details window can be used to enter any relevant information, but is optional

  2. The default budget move workflow is Non-Associated. Select the Associated radio button.

  3. Type 001XX (where XX are your initials) in the Issue # free text box.

    • The Issue # is a text field used solely for informational purposes

  4. Type Spread budget from Light Steel to Module Heavy Steel in the Description text box.

  5. Click Next.

    • The Select From & To Items tab appears

  6. Select a cost item from the task list on the left.

  7. Select a cost item from the task list on the right.

  8. Click Next.

    • The Define Relationships window appears

    • The Define button allows you to select what type of relationships the two cost items share

  9. From the Define button, click on Select All.

    • The Cost category, Qty or MHr only option allows you to modify only the budgeted values of the “From” cost item, similar to the Budget Quantity & Man-Hour Adjustment option from the Actions menu

    • Selecting the Budget move with Cost category, Qty or MHr to option allows you to move budgeted values of the “From” cost items to the “To” cost items

  10. Click OK to close the Define window.

  11. Click Next.

    • The Assign Amounts window appears

    • From this window, you will assign amounts to be moved from one cost item to the other

    • The CB Total Cost and CB Total MH values entered under the To: section automatically deduct from the equivalent fields in the From: section

    • CB Total Quantity values entered under the To: section do NOT automatically deduct from the From: section because you could be moving between cost items with differing units of measure

    You have the option to either manually or automatically deduct the CB-Total MH. If you select “Advanced options” you can specify whether man-hours automatically deduct or not.

  12. In the To: section of the window, enter 10,000 in the CB-Total Cost field.

  13. In the To: CB-Total MHrs, enter 100.00.

  14. In the To: CB-Total Quantity enter 20.00.

    • Note that the equivalent costs and man-hours deduct automatically from Erect Steel – Light, but NOT the CB Total Qty

  15. Enter -20.00 in the From: CB Total Qty field.

  16. Click Next.

    • The Adjust Cost Categories window appears

    • From this window, you can assign your pending budget changes to existing and new cost categories of your cost item

  17. Click the Add cost category link.

  18. Select Materials on the resulting pop-up window, then click OK.

  19. In the To: field for Materials, enter 10,000.00.

  20. Change the To: Labor field to 0.

    • The values shown in the Available and Totals fields will auto-adjust based on the values entered in the To: Pending fields

  21. Click Next.

    • The Summary window appears

  22. Review your proposed changes, then click Submit to send the Contract Adjustment for approval.

    • This budget move is now listed in the project’s Change Register with a status of Pending

Perform a Budget Move within a Single Cost Item

  1. Select the Actions drop-down menu, hover over Budget move & contract adjustment, then select Budget move.

    • The Details window appears

    • Select the Associated budget move workflow radio button

  2. Type 002XX (where XX are initials) in the Issue # free text box.

    • The Issue # is a text field used solely for informational purposes

  3. Type Move cost from self-performed to subcontracted in the Description text box.

  4. Click Next.

    • The Select From & To Items window appears

  5. Select a cost item from the task list on the left.

  6. Select a cost item from the task list on the right.

  7. Click Next on the dialogue box to continue.

    • The Define Relationships window appears

  8. From the Define button, select Cost category, Qty, or MHr adjustment only.

    • Selecting the Cost category, Qty, or MHr adjustment only option allows you to move budgeted cost category values within a single cost item

  9. Click OK to close the Define window.

  10. Click Next on the bottom right of the budget move screen to continue.

    • The Assign Amounts window appears

  11. Click Next on the bottom right of the budget move screen to continue.

    • The Budget Move – Adjust Cost Categories window appears

    • From this window, you can assign your pending budget changes to existing and new cost categories of your cost item

    • Note: We will skip the Assign Amounts window section because we are not changing the Mhrs or Quantity

  12. Click the Add cost category link.

  13. Select Subcontract on the resulting pop-up window, then click OK.

  14. In the To: field for Labor, enter -50,000.00.

  15. In the To: field for Subcontract, enter 50,000.00.

    • The values shown in the Available and Totals fields will auto-adjust based on the values entered in the To: Pending fields

  16. Click Next.

    • The Summary window appears

  17. Review your proposed changes, then click Submit to send the Contract Adjustment for approval.

    • This budget move is now listed in the project’s Change Register with a status of Pending

Perform a Non-Associated Budget Move

  1. Select two cost items from the CBS.

  2. Select the Actions drop-down menu, hover over budget move and contract adjustment, then select Budget move.

  3. Select the Non-associated radio button.

  4. Name the Issue #.

  5. Click Next.

  6. Enter a dollar value for the first cost item by double-clicking in the Adjusted CB total field.

  7. Enter a negative dollar value for the second cost item by double-clicking in the Adjusted CB total cost field.

  8. Click Submit.

Perform a Budget Quantity / Man-Hour Adjustment

  1. Select the Actions drop-down menu, hover over Budget move & contract adjustment, then click Budget quantity & Man hour adjustment. 

    • The Budget quantity & Man Hours adjustment – Details window appears

  2. Type 002XX in the Issue # free text box (where XX are your initials).

  3. Type 002XX in the CCO (Contract Change Order) text box (where XX are your initials).

  4. Type Tonnage increase due to material change in the Description free text box.

    • It is recommended that each budget adjustment have a concise description of why the adjustment is needed

  5. Click Next.

    • The Select Items window appears

  6. Select the a cost item from the tasks list.

    • You can select more than one cost item to adjust, however these changes will be grouped as a single line item in the Change Register

  7. Click Next.

    • The Assign Amounts window appears

  8. Enter the change to the man-hours or quantities into the appropriate field. For this example, type 5,000 in the Quantity field.

  9. Click Next.

    • The Summary window appears

  10. Review your changes, then click Submit to send them out for approval.

    • This budget move is now listed in the project’s Change Register with a status of Pending

Pay Item Contract Adjustment

  1. Select the Actions drop-down menu, hover over Budget move and contract adjustment, then click Contract Adjustment. 

  2. Select Start with pay items.

  3. Type a number in the Issue # text box.

  4. Type the same number in the CCO (Contract Change Order) text box.

  5. Enter a Description in the Description text box.

  6. Click Next.

  7. On the Select Pay Items screen, select the desired pay items.

  8. Click Next.

  9. Enter the appropriate values on the Adjust Pay Item screen.

  10. Click Next.

  11. On the Select CBS items screen, select the applicable cost items.

  12. Click Next.

  13. On the Assign Amounts screen, enter the desired values in the MHrs and Total quantity fields.

  14. Click Next to get to the Summary – step 8.

  15. Review your entries, select the Back button as needed to make any corrections.

  16. Click Submit.

Approve a Contract Adjustment / Budget Move

  1. Click on the Change Register tab.

  2. Click a Contract Adjustment record.

  3. Review your proposed changes to both your pay item, and cost item(s) as applicable.

  4. Click the Approve button.

    If you reject a change order and then revise, the revision is noted in the change record’s ID number.