Change Management - PCI Types

Pgm: CMTYPE – Maintain PCI Types; standard Treeview path: Change Management > Local Tables > PCI Types

The Maintain PCI Types screen is used to define the type of Change Order that the user’s company will process through the Change Management system. The system provides four different classes of Change Orders: “External”, “Internal”, “Original Budget”, and “Transfer”. When a Change Order type is defined, the type must then be associated with one of these classes.

For details about these four types of Change Orders, please refer to PCI Basics – Quick Guide.

Type, Name

Enter a code and name for the Change Order type being defined.

Class

Select the appropriate class for the change order type being defined. The system provides for four different classes of change orders: “External”, “Internal”, “Original Budget”, and “Transfer”.

PCI Number Mask

Mask used to generate PCI numbers for Change Orders of this type. For details about creating masks, please refer to Control (CM Control File).

Override Flag − Checkbox

If checked, the PCI number automatically generated in the Enter PCI screen can be changed.

Not Allow Billing Amount Flag − Checkbox

If checked, will not allow billing amount (only for external class).

Exclude from LOV − Checkbox

When this box is checked for a PCI type, it will prevent that type from appearing in the LOV for the PCI's Type field. Users will not be able to assign a retired type to a newly created PCI. If a PCI with a retired type is copied (source PCI), the Type field for the new PCI will be blank and disabled, and users must use the [Modify Type] button to set the new PCI’s type. If PCIs are already created, but then their type is set to be excluded from the LOV, they can still be edited, saved, and posted.

NOTE: This checkbox has no impact on forecasting, such as Contract Forecasting, Enter Cost Forecast, and WIP. It has no impact on the 'Override', 'Not Allow Billing Amt', or 'Allow Costs' checkboxes. It does not control which PCI types are included in billing or not and reports will not be impacted by the 'Exclude from LOV' checkbox.

Allow Costs − Checkbox

If checked, will allow user to code cost against a PCI. PCI must be set up as a WBS code.

Use PCI Detail Status − Checkbox

When this box is checked for a PCI type, the Status and the OCO Number at the PCI detail level are both available for the selected PCI type(s), and the user has the ability of setting the status and OCO Number for individual PCI lines. Those that are approved at the time of posting are moved to a new PCI (with the extension '-nnn'), and the unapproved lines remain in the original PCI. If the Create Revision feature is enabled for PCIs, the new PCI will not be considered a revision and will be the current PCI.

NOTE: This checkbox can be used with WBS codes (especially PCI) and WBS mapping. The previous restriction has been removed. The Copy PCI restriction for a posted PCI was also removed.

For more information, please refer to Linking PCI Details to OCO.