Create Change Records Automatically

Change Records created automatically have a status of Pending and they will not be reflected in the project's Current Budget until the status has been changed to Approved.

To create Change Records automatically by capturing the differences between the Current Estimate and the Current Budget, use the following step-by-step below.

Step by Step — Create Change Records Automatically

  1. On the Execution tab, click Budget / Contract Changes to open the Budget / Contract Changes Register.
  2. On the Actions tab, click New.
  3. In the Attention dialog box, select the Change Record Type.
  4. Under Change Record Creation , select the Create Change records automatically to capture: radio button.
  5. To select the criteria for creating Change Records, select any or all of the following check boxes:
    • Quantity changes already made to the Current Estimate
    • Man-Hour changes already made to the Current Estimate
    • Cost changes already made to the Current Estimate

    Change Records for parent level cost items can only be created for Quantity Changes. These records can be created automatically when Quantity changes already made to the current estimate is the only option selected, Man-Hour and Cost cannot be selected.

    If none of the three check boxes are selected, all cost items that meet any of the criteria will be included.

  6. To create a separate Change Record for each affected cost item or account, select the check box Create a separate Change record for each affected Cost Item. To list all selected cost items or accounts on a single Change Record, clear the check box.
  7. Click OK to display the CBS selection register listing all of the cost items or accounts that meet the criteria selected.
  8. On the selection register, select the cost items or accounts that you want to include, and then click OK.
  9. A dialog shows the number of new Change Records created, and the new Change Records show in the Budget / Contract Changes Register.