Tracking Project Changes

Use the Project Change Orders form to track project changes. You can also set the Change Status for a project on this form. The grid shows a summary of the Project Tasks and Resources that have changed. To see a detailed view of the changes, use the Project Change Order Detail Report.

Follow these steps when using the Project Change Orders form:

  1. If you know the Project number, specify the number and click Filter-in-Place. Otherwise, turn off the filter and select your project.
  2. The fields are populated as follows:
    Change
    The change number of the project is displayed.
    Change Date
    The date of the last change is displayed.
    User Name
    The name of the user who made the last change is displayed.
  3. You can set the Change Status to one of these values:
    • Opened
    • Finalized
    • Printed
  4. In the grid, you can view details related to the project.
  5. If you changed the Change Status, save the record.

    If you change the status from Finalized to Printed and save the record, this warning message is displayed:

    Project [#] is currently being tracked, changes to it will create a new change order.

    If the project change order status is Finalized when updating or deleting a project, project task, project resource, this message is displayed:

    [Action] was not successful. Project Change Order that has [Project: XXX] and [Change: XXX] and [Chg Status: Finalized] Exists.

Related topics