Change Events

A Change Event is a written document typically issued by the contractor that describes a change, potential cost or scope change to the project.
Change events can be linked to both Contract and Commitment Change Orders
 
Navigation Path:  Cost Management > Change Management > Change Events
 
Change Events
1

Search Change Events

Use to search existing change events.
2

Add

Click to add a new change event.
3

Header Details

Project:  Used to select the project associated with the change event.
Record #:  This field will be automatically populated by PMWeb.
Description:  Enter a general description (a more detailed description should be entered in the details section of this form).
Source Record: This field will be automatically populated by PMWeb if the CE is linked to a request for information (RFI) form.
Revision:  This field will automatically be populated by PMWeb with the next available numerical value.
Date:  This field will automatically be populated by PMWeb with the current date.
Status:  The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.  If no workflow is configured, this field can be changed one the header details are saved.
Requested: Select the company requesting the change event.
Cause: Select the reason (error, design change etc) for the change.
Effective Date:  Enter the date the change event becomes effective.
Change Request #: This field is automatically populated by PMWeb.
4

Invoice Recap

These fields provide an overview of the change event.  This area will be populated after you save the header details and add line items to the contract.
5

Save

Click to save the header details of the form.
6

Search

Use to search the company database.
7

Use Units

This field will allow you to enter units of measure and quantities of that item.  If this option is not selected, the line item will be a lump sum value.
8

Add

  Add Items:  Click Add Items to drag and drop items that have been pre-configured by your Administrator in in Portfolio>Lists>Items menu.  Use the Add button to
manually enter new items.
 
Add:  Click to add items to the change event.
 
Item 9 below represent the "Budget" side of the Change Event.  Items entered into this section can be linked to a Contract Change Order.
 
Item 10 below represents the "Cost" side of the Change Event.  Items entered into this section can be linked to a Commitment Change Order
9

Budget Change Details

 
 
This section relates to any changes related to the Budget or owner costs.
 
Line #: This field will be automatically populated by PMWeb.
Status:  Select the status (pending, approved etc.) of the line item.
Item: This field will be automatically populated by PMWeb.
Description:  Enter a description of the line item.
Project/Owner Budget:  Enter the Owner Budget and the Project Budget will be automatically populated.  If the budgets are different you can override the project budget.
Cost Type:  Select the type of cost (equip., labor etc.) of the line item.
Phase:  Select the project phase.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Location:  Select the location where the change event took place.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Period:  Select the cost/accounting period the request is being made for.
Task:  Select the task the line items is associated with.  The options available for this field are configured in the schedule module.
Contract:  Select the contract the change event is associated with.
Notes:  Enter additional notes relating to the line item.
Cost Code:  Select the Cost Code associated with the line item.  Cost Codes are created for the project in Cost Managment>Budget>Cost Codes.
Cost Ledger ID: This field will be automatically populated by PMWeb with the transaction ID if the line is posted to the Cost Ledger. Only lines with a Cost Code and an Owner  Budget or Project Budget that is not zero are posted to the Cost Ledger
Contract CO ID:  This field will be automatically populated by PMWeb once this line item has been linked to a Contract Change Order.
Requisition ID:  This field will be automatically populated by PMWeb based on the Requisition number the Contract Change Order line item is associated with.
10

Cost/Commitment Change Details

 
 
This section relates to any changes related to the Budget or owner costs.
 
Line #:  This field will be automatically populated by PMWeb.
Status:  Select the status (pending, approved etc.) of the line item.
Linked Budget Line:  Click to copy information from the Budget section to the Cost section, select the lines in the Budget section that you would like copied, then press the Add Linked button to create new lines in the Cost section.  Much of the information from the Budget section will be transferred.  Please note, however, that you will need to enter the Ext. Cost as this is not automatically copied.
Item:  This field will be automatically populated by PMWeb.
Description:  Enter a description of the line item.
Ext. Cost:  This field will be automatically populated by PMWeb with the total of the Quantity X Unit Cost.  If not using unit cost (checkbox), enter the total amount of the change.
Commitment:  Select the commitment the line items is related to.
Cost Type:  Select the type of cost (equip., labor etc.) of the line item.
Phase:  Select the project phase.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
WBS:  Select the WBS related to the line item.
Location:  Select the location where the change event took place.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Period:  Select the cost/accounting period the request is being made for.
Assigned To:  Select person/company assigned to the change.
Contract:  Select the contract the change event is associated with.
Funding Code:  Click box next to the field to select from funding sources.
Notes:  Enter additional notes relating to the line item.
Cost Code:  Select the Cost Code associated with the line item.  Cost Codes are created for the project in Cost Managment>Budget>Cost Codes.