Once a project quotation is confirmed and transferred to a project, you can no longer make changes to, for example, the work breakdown structure. So, if changes are required, you can make these changes on the related project. To be able to track and manage these changes properly, you can use project change orders.
Note
You can only use project change orders on projects that are created from a project quotation. This project quotation must be created according to the Project Control Suite process.
Before you can use project change orders, make sure these v parameters are set:
Change order forecast model - Define the forecast model for proposed project changes. If a project change order is submitted, the proposed changes are added to this forecast model. As a result, you can track submitted changes that are pending approval. On this forecast model, make sure the Use project date as invoice date check box is selected.
Forecast model for archived changes - Define the forecast model for processed changes. If a project change order is transferred to a project, the changes are added to this forecast model. As a result, you can track the changes history of a project. On this forecast model, make sure the Use project date as invoice date check box is selected.