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Overview – Original Budget PCIs
PCIs of the original budget type are used to change a cost code and category’s JC original cost budget amount and/or JB original revenue amount, if the job has been started using the Start Job screen (standard Treeview path: Job Costing > Job > Start Job):
1. JC Original Cost Budget Amount
Sample of Cost Status Query (Category) screen; standard Treeview path: CMiC Field > Budget & Cost Management > Cost Status Query (Category)
As shown above, a cost code and category’s JC original cost budget amount is displayed in the Original Budget field on the Cost Status Query screen.
2. JB Original Revenue Budget Amount
Sample of Budget Status Query (Category) screen; standard Treeview path: CMiC Field > Budget & Cost Management > Budget Status Query (Category)
As shown above, a cost code and category’s JB original revenue budget amount is displayed in the Original Revenue Budget field on the Budget Status Query screen.
Enter PCI
On the General tab of the Enter PCI screen, select “OBC” via the Type field (original budget PCI type) and select its approval status via the Status field.
Detail – Tab (Parameters for PCI)
Main Change Order Parameters
On the Detail tab, click the [Insert] button (framed above) and enter details for the following fields:
NOTE: When using an Original Budget Change Item/Order, there is no linking to subcontracts and/or vendors, and the related fields are disabled in the PCI Entry screen.
1. Job
Auto-populated with project’s associated job.
2. Cost Code
Cost code being updated.
3. Category
Category of the cost code being updated.
4. Final Amount
If the bill code’s JC original cost budget amount (displayed in the Original Budget field on the Cost Status Query screen, as shown below) is to be changed, enter the amount in this field.
5. Billing Amount
If the bill code’s JB original revenue budget amount (displayed in the Original Revenue Budget field on the Budget Status Query screen, as shown below) is to be changed, enter the amount in this field.
Records & Fields Affected
Job Costing Budget
If a change for the JC original cost budget was made, the Budgeted Amount and Projected Final fields for the cost code and category are changed accordingly.
Job Billing Contract
If a change for the JB original revenue budget was made, the Budg. Billing Amt field is changed by the change amount for the cost code and category.
Subcontract
Subcontracts are not changed by original budget PCIs.
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
If a change for the JC original cost budget was made for the cost code, its Original Budget field (only changeable via Original Budget PCIs) and the other highlighted fields are changed accordingly.
Cost Status Query (Category)
If a change for the JC original cost budget was made for the cost code and category, its Original Budget field (only changeable via Original Budget PCIs) and the other highlighted fields are changed accordingly.
Budget Status Query – CMiC Field Screens
The following Budget Status Query screens are found under the following standard Treeview path: CMiC Field > Budget & Cost Management.
Budget Status Query
If a change for the JB original revenue budget was made for the cost code and category, its Original Revenue Budget field (only changeable via Original Budget PCIs) and the other highlighted fields are changed accordingly.
Budget Status Query (Category)
If a change for the JB original revenue budget was made for the cost code and category, its Original Revenue Budget field (only changeable via Original Budget PCIs) and the other highlighted fields are changed accordingly.