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Project change order (PCO or PCR) in Project Operations Lite

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Posted on by AriaConsulting
Hi all,
 
What is the recommended way to create a Project Change Order (PCO/PCR) in Project Operations Lite and associate it to the appropriate project and contract records? And how to bring the costing and pricing for that PCO in to the active project if/when it is approved by the client?
 
Thank you.
Categories:
Approvals and Project Tracking
Project pricing and costing and setup
Project planning and estimation
  • Erica J Ellis Profile Picture
    Erica J Ellis on at
    Project change order (PCO or PCR) in Project Operations Lite
    In the past, I have used the approach of using the same Project Contract and the same Project, and connecting them using a new Project Contract Line. Therefore, there is a line in the Project Contract representing the original amount and one representing the change order. In order to achieve this, you have to have Project Tasks representing the change order work so that you can use the "Included Tasks" part of the Project Contract Line. Otherwise, you won't be able to connect the same Project to 2 different lines. With this approach, you would update the existing Price List and/or add milestones to handle the additional billing.
     
    You could automate this from the Quote with a custom process that runs for Quotes that represent change orders.

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