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Pgm: CMSTATFM – Maintain PCI Status Codes; standard Treeview path: Change Management > Local Tables > PCI Status Codes
The Maintain PCI Status Codes screen is used to set up user-defined status codes. Each Change Order must be assigned a status, and the manner in which the status has been flagged within this screen determines the way in which it is accounted for within the Job Costing module. In particular, the Job Cost Status Query will represent the Change Orders in a particular format, given the selection of the Pending Type, Proceeding and Forecast field options.
Code, Name
Enter a code and name for the change order status.
Pending Type
The pending type represents the manner in which the Change Order will be displayed on the budget side of the job. The system provides for the following types: “Pre-Pending”, “Pending”, “Approved”, and “Rejected”.
Select “Pre-Pending” to signify that the Change Order has not been approved (and therefore not posted), and that these changes are considered pre-pending. Change Orders entered under this status will update the amounts within the Pre-Pending column under the Budget section of the Job Status Query.
Select “Pending” to signify that the Change Order has not been approved (and therefore not posted), and that these changes are considered pending. Change Orders entered under this status will update the amounts within the Pending column under the Budget section of the Job Status Query.
Select “Approved” to signify that the Change Order has been approved. Only Change Orders that have been approved can be posted. Posted Change Orders update the amounts within the Internal Change Order and Transfers and External Change Orders posted columns under the Budget section of the Job Status Query. Change Orders that have been approved, but not posted will appear in the Pending columns of the Job Status Query.
Select “Rejected” to signify that the Change Order has been rejected and should not be included in the calculation of projected budget or in the forecast of costs.
PCIs with status type “Cancelled” are not available for selection in Subcontracts (using the [Select PCI’s] button in JSP version) or Subcontract Change Orders.
Proceeding − Checkbox
Check the 'Proceeding' box to indicate whether work against a Change Order with the status being defined has begun. Change Orders that have a status of “Proceeding” will update amounts within the Proceeding Projected column under the Cost section the Job Status Query.
Leave this field blank if work against a Change Order with this status has not yet begun. Change Orders that do not have this flag set will update amounts within the Not Proceeding Change Orders column under the Cost section of the Job Status Query.
NOTE: The Proceeding Projected and Not Proceeding Change Orders columns will only be updated if you have checked the ‘Forecast’ box in the next field on this screen.
Forecast − Checkbox
Check the 'Forecast' box if the information on a Change Order with this status should be included in the calculation of the cost forecast within the Job Cost Status Query. If checked, the PCI will be displayed in the CMiC Field Contract Forecasting screen.
NOTE: If you do not check this box, the Change Order will not appear within the Cost section of the Job Cost Status Query.
WIP Cost − Checkbox
If checked, the PCI will be included in WIP cost forecast column.
WIP Revenue − Checkbox
If checked, the PCI will be included in WIP revenue forecast column.
Include In Below The Line − Checkbox
If checked, Change Orders with this status are included in PCI billing.
Exclude from LOV − Checkbox
When this box is checked for a PCI status, it will prevent that status from appearing in the LOV for the Status field. Users will not be able to assign a retired status to a newly created PCI. When PCIs are created and then the status is excluded from the LOV, they can still be edited, saved, and posted.
If a PCI with a retired status is copied (source PCI), the Status field for the new PCI will be blank, and users must manually assign a valid active PCI status before saving. If a posted PCI with an "Approved" status is copied (source PCI), then the "Approved" status is set to exclude from the LOV, the Status field for the new PCI (target) will be set to "Pending” if the "Pending" status is available. If the "Pending" status does not exist, then the field will be left blank. Users must select a valid status from the LOV in order to save successfully.
NOTE: The retired PCI status does not impact the 'Proceeding', 'Forecast', 'WIP Cost', 'WIP Revenue', and 'Include in Below the Line' checkboxes in the Maintain PCI Status Codes screen. The 'Exclude from LOV' checkbox does not control which PCIs are included in Job Billing. The system continues to behave the same with or without this box checked.