About change order management
Visma Net provides the change order functionality, which you can use to control changes to project’s budgeted and committed values and control the profitability of every change initiated by a customer.
A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, commitments, and budgeted costs. Change orders do not alter the original figures of a project directly; they are tracked separately from the original figures for analysis.
Change orders provide the following functionalities:
- The ability to record changes to the project revenue budget, cost budgets, and commitments.
- The ability to review the list of change orders related to a project on the Change orders tab of the Projects (PM301000) window.
- The ability to see in the Commitments (PM306000) window the changes for each purchase order as well as the original and committed values.
- The ability to see on the Change orders tab of the Purchase orders (PO301000) window the list of change orders that affect the purchase order.
- The ability to see the profitability of every change of the project budget initiated by the customer.
The functionality of change orders is available only if the Change orders feature is enabled in the Enable/disable functionalities (CS100000) window.
To enable the change order workflow for a project, which enables the creation of change orders, select the Change order workflow check box on the Summary tab of the Projects (PM301000) window and save changes to the project.