Use project change orders to make changes to the work breakdown structure of an existing project.
For more information on working with work breakdown structures, refer to Work breakdown structures.
Name | Responsible | Description |
---|---|---|
Select project work breakdown structure parts to be changed |
Project manager |
If you want to change a part of the current work breakdown structure of the project, select this part and add it to the work breakdown structure of the project change order. Please note that to use the project change order function, the project must have originated as a project quotation using the Advanced WBS. |
Make changes to work breakdown structure |
Project manager |
On a project change order work breakdown structure, you can:
For more detailed information, refer to Create a work breakdown structure. |
Review project setup - Project change order |
Project manager |
On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line. |
Enter estimated costs and revenues for project change order work breakdown structure |
Project manager |
For each task in the project change order work breakdown structure, you can change the estimated costs and revenue lines. You can also add new lines or remove existing lines. Each task in the work breakdown structure, with the Effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the Create quotation lines from WBS check box. As a result, if you close the Work breakdown structure form, for each estimated costs and revenue line, a project quotation line is created automatically. For more detailed information, refer to Create a work breakdown structure. |
Verify design changes with customer |
Product designer |
Before you proceed with the project change order, verify the design with the customer. |
Name | Responsible | Description |
---|---|---|
Select project work breakdown structure parts to be changed |
Project manager |
If you want to change a part of the current work breakdown structure of the project, select this part and add it to the work breakdown structure of the project change order. Please note that to use the project change order function, the project must have originated as a project quotation using the Advanced WBS. |
Make changes to work breakdown structure |
Project manager |
On a project change order work breakdown structure, you can:
For more detailed information, refer to Create a work breakdown structure. |
Review project setup - Project change order |
Project manager |
On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line. |
Enter estimated costs and revenues for project change order work breakdown structure |
Project manager |
For each task in the project change order work breakdown structure, you can change the estimated costs and revenue lines. You can also add new lines or remove existing lines. Each task in the work breakdown structure, with the Effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the Create quotation lines from WBS check box. As a result, if you close the Work breakdown structure form, for each estimated costs and revenue line, a project quotation line is created automatically. For more detailed information, refer to Create a work breakdown structure. |
Verify design changes with customer |
Product designer |
Before you proceed with the project change order, verify the design with the customer. |
Related to | Notes |
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Change work breakdown structure |
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