Connect/Disconnect Contract Change Orders

Explanation

Use this activity to connect contract change order forecasts to a budget/forecast version. Contract change order forecasts can be connected in the Project Forecast page using the Manage Forecast Connection. Use the Connect toggle to connect/disconnect selected contract change order forecasts in the Contract Change Orders section. The Connect All/ Disconnect All action commands can be used to connect/ disconnect all the Contract Change Orders listed in the Manage Forecast Connection page.

Change Order Forecasts Connected to EAC Workbench

It is possible to connect/disconnect contract change order forecasts to an EAC Workbench. Contract change order forecasts can be connected in the EAC Workbench page using the Manage Change Order Connections.

If a change has been done in the contract change order forecast after it has been connected to a project budget/forecast or an EAC Workbench, you are able to update the project budget/forecast or the EAC Workbench with this new changed amount using the Update command in Project Forecast Connections.

Change Order Included in Budget

The flag Change Order Included in Budget in the Manage Forecast Connections dialogue shows if a Contract Change Order is connected to the budget linked to the forecast. When the EAC Workbench is set to In Progress, the CCOs with this set to Yes will be disconnected from the forecast automatically to avoid duplication of the CCO values.

Prerequisites

• A contract change order with a contract change order forecast should exist for the project.

System Effects

• An existing contract change order forecast is connected to the selected budget/forecast version and the ETC Contract Change Order column will be added to the list of project forecast lines.
• If disconnected, the existing contract change order forecast is disconnected from the selected budget/forecast version. When all the connections are disconnected from the selected budget/forecast, the ETC Contract Change Order column will be removed from the list of project forecast lines.
• When using the Update command, all the values in the ETC Contract Change Order column in the project forecast lines will be recalculated for the contract change order forecast.
• When a contract change order forecast is connected to an EAC Workbench, the cost/revenue will be displayed in one of these columns depending on the status of the CCO, the Contract Change Order Change Capturing Level and the Report Planned Cost indicator status:
   
  • Unapproved CCO Value not included in Planned Cost/ Unapproved CCO Value not included in Planned Revenue or,
  • Unapproved CCO Value included in Planned Cost/ Unapproved CCO Value included in Planned Revenue or,
  • Approved CCO Value not included in Planned Cost/ Approved CCO Value not included in Planned Revenue or,
  • Approved CCO Value included in Planned Cost/ Approved CCO Value included in Planned Revenue or,
  • Active CCO Value not included in Planned Cost/ Active CCO Value not included in Planned Revenue or,
  • Active CCO Value included in Planned Cost/ Active CCO Value included in Planned Revenue
• Please note that when the generated cost or revenue value is greater than value connected to contract, there can be negative values will be shown in Unapproved CCO Value not included in Planned Cost/Revenue.
• Contract items in the Contract Change Order should not be kept as Delete Pending when connecting using Manage Forecast Connections.

Pages

EAC Workbench
New Project Forecast
Project Forecast
Project Forecast Connections

Activity Diagrams

Create and Develop Project Budget
Create and Develop Project Forecast
Create and Develop Project Forecast using EAC Workbench
Plan and Implement Contract Change Order
Approve Contract Change Order