Change Status of a Budget / Contract Change Record

Budget / Contract Changes are used to track and review all changes in a project, and provides a readily available report of the current status of any change. Changes can be categorized and annotated to make searching, sorting and filtering easier. Only changes with a status of Approved are reflected in the Current Budget.

Editing a Pending Change

Only changes with a status of Pending can be edited.

Step by Step — Editing a Pending Change

  1. On the Execution tab, under Change Management click Budget / Contract Changes to open the Budget / Contract Changes Register.
  2. In the Budget / Contract Changes Register, select the row to change, and then click Open in the Edit section under the Actions tab. The Change Record opens.
  3. Make the necessary changes, and then click OK to save the changes.

Revising an Approved Change

A change record with a status of Approved cannot be edited, only Pending changes can be edited. You need to revise the Approved status to Pending first, and then edit the record.

Step by Step — Revising an Approved Change

  1. In the Budget / Contract Changes Register, select the row to change, and then click Open in the Edit section under the Actions tab. The Change Record opens in a read-only state.
  2. Click Revise in the Edit section under the Actions tab to change the status to Pending.
  3. Make the necessary changes, and then click OK to save the changes.

After you revise a record, it needs to be approved again before the change shows in your Current Budget.

Deleting a Rejected Change

A change record cannot be deleted after it is approved. You first need to revise the Approved status and change the status to Pending. Then delete the rejected change.

Step by Step — Deleting a Pending Change

  1. In the Budget / Contract Changes Register, select the Approved change record you want to change.
  2. Click Open in the Edit section under the Actions tab. The Change Record opens in a read-only state.
  3. Click Revise in the Edit section under the Actions tab to change the status to Pending.
  4. Select the Pending change, and then click Deletein the Edit section under the Actions tab.
  5. In the prompt, click Yes to verify that you want to delete the record.

Rejecting a Change

A change record cannot be modified after it has been rejected.

Step by Step — Rejecting a Pending Change

  1. In the Budget / Contract Changes Register, select the Pending change, and then click Open in the Edit section under the Actions tab. The Change Record opens.
  2. In the Change Record, click Reject in the Edit section under the Actions tab.

Approving a Change

A change does not show in the Current Budget until the change status is Approved.

Step by Step — Approving a Pending Change

  1. In the Budget / Contract Changes Register, select the change to approve, and then click Open in the Edit section under the Actions tab. The Change Record opens.
  2. In the Change Record, click Approvein the Edit section under the Actions tab.
  3. To save this record, click OK.

    4. After saving an approved record, it will be reflected in your Current Budget.