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Overview – Internal PCIs
PCIs of the internal type only affect JC budgets for cost codes and their categories.
Enter PCI
Pgm: PMCHGFM – Potential Change Items; standard Treeview path: Change Management > Change Orders > Enter PCI – General tab
On the General tab of the Enter PCI screen, select “INT” via the Type field (Internal PCI type) and select its approval status via the Status field.
Detail – Tab (Parameters for PCI)
Pgm: PMCHGFM – Potential Change Items; standard Treeview path: Change Management > Change Orders > Enter PCI – Detail tab
Main Change Order Parameters
On the Detail tab, click the [Insert] button (framed above) and enter details for the following fields:
1. Vendor
Used if cost code and category are handled by a Subcontract and the user wants to change Subcontract’s value (use Final Amount field to specify change amount).
2. Contract (Subcontract)
Used if cost code and category are handled by a Subcontract and the user wants to change Subcontract’s value.
3. Job
Auto-populated with project’s associated job.
4. Cost Code
Cost code being updated.
5. Category
Category of the cost code being updated.
6. Final Amount
Enter the amount (positive/negative) of the change for the bill code’s JC budget amount.
This field can also be auto-populated if rates and quantity fields are used. Please refer to [Show Rates] button for further details.
7. Billing Amount
Since this PCI is of the internal type, which can only affect the JC budget, no amount is entered in this field.
Applying PCI Line to Subcontract
There are three different ways to apply the PCI line to a Subcontract:
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Apply line to existing unposted Subcontract Change Order by selecting it from Subcontract Change field and entering a task ID in the Task ID field.
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Apply line to new Subcontract Change Order by manually entering Change Order number. The task ID will be automatically generated. The system will then prompt the user to decide if they want to create the Change Order now or when the PCI is posted. To keep the manually entered number, the user must select create now option. If the user opts for when it is posted, the system will convert the user’s manual numbering to “TBD”.
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Apply the line to next available Subcontract Change Order by entering the code “TBD” (to be determined) in the Subcontract Change field and the task ID in the Task ID field. The system will ask the user if they want to create the Change Order now or when the PCI is posted.
Records & Fields Affected
Job Costing Budget
Pgm: JCBUDGET – JC Enter Budget; standard Treeview path: Job Costing > Job > Enter Budget
The Budgeted Amount and Projected Final fields in the JC Enter Budget screen are changed by the change amount for the cost code and category.
Job Billing Contract
No change to the JB contract, since the PCI was of the internal type, which only affects JC budgets.
Subcontract
Pgm: PMSCFM – Subcontract Maintenance; standard Treeview path: Change Management > Change Orders > Enter Subcontract/Change Order – Summary tab
The Subcontract’s Changes To Date and Revised fields will be changed by the Change Order’s change amount for the cost code and category.
NOTE: A Subcontract’s contract value is the JC budget amount (not JB revenue amount) for the Subcontract’s SOV lines.
Contract Forecasting – JSP
Cost Status Query – CMiC Field Screens
The following Cost Status Query screens are found under the following standard Treeview path: CMiC Field > Budget & Cost Management.
Cost Status Query
As shown above, the Internal And Transfer CO field displays the accumulated amount of the change to the budgeted amount for the cost code. The other highlighted fields had their amounts changed accordingly.
Cost Status Query (Category)
As shown above, the Internal And Transfer CO field displays the accumulated amount of the change to the budgeted amount for the cost code and category. The other highlighted fields had their amounts changed accordingly.
Budget Status Query – CMiC Field Screens
No changes to the Budget Status Query screens in the CMiC Field module, since the PCI was of the internal type, which only affects JC budgets.