Connecting Change Orders to Activities—Exercises
Basic Data Setup
Project Cost Element
Purpose: The purpose of this exercise is to show you how
to create project cost elements.
Windows:
Project Cost/Revenue Elements
- Create a project cost element on which the planned cost for the change order
actions can be reported.
- Save your changes.
General exercise for
Setting Up Project
Cost/Revenue Elements
Required Data
Registering Manual Activity Connected Objects per Project
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can perform the exercises below.
- Verify that the change order object type is allowed to be manually connected
to an activity for your project.
General exercise for
Creating Projects
Creating Activities
Purpose: The purpose of this exercise is to familiarize you with the data
that must be in place before you can perform the exercises below.
- Create activities in your subproject structure.
- Save your changes.
General exercise for Building
Project Plan
Creating a Change Order
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can perform the exercises below.
- Create a change order (CO) with a change order number starting with XX,
substituting XX with your initials.
- Add at least one CO line.
- For this CO line, enter some corrective actions to be taken. Enter planned
values for each CO action.
General exercise for
Using Change
Management
Main Exercise
Purpose: The purpose of this exercise is to show you how
to connect a change order to an activity.
Windows:
Project Navigator/Activity
Project Navigator/Connections
Activity
Activity/Connections
Change Order
Connecting Change Orders to Activities
- Open the Project Navigator
window. (Alternatively, open the
Activity window)
- Query for your project.
- In the Navigator, select the activity to which you want to connect the change
orders.
- Click the Activity
tab. (Alternatively in the
Activity window,
click the
General
tab.)
- Verify that Connected Objects is selected in the Planned Cost
Driver list.
- Click the Cost and
Hours tabs, and note the activity planned
values. (Alternatively, this information can be viewed in the
Activity window
as well.)
- Click the Connections tab.
- Right-click and select Connect/Disconnect Object.
- In the window that opens, click the Change Order
tab.
- Populate to see all the change orders that are not currently connected to
any activity. The change orders which are manually connected to this activity
are also listed. To be included in this list, the CO should not be in the
Completed or Cancelled status. Select required CO by selecting the
Connection check box. Click OK to save your changes.
- If there is a planned cost or hours for any of the change order actions,
you will get an information message that no cost element has been selected.
Click OK to clear the message. On the Change
Order/Actions tab, select a value in Cost Element field so
that the planned cost and hours of the change order action will contribute to
the activity's planned values.
- Note that the newly connected CO is shown in the upper table on the
Connections tab. Select this row in the upper
table to view its planned values in the lower table.
- Note that the System Connection check box is not selected as the
CO was manually connected.
- Click the Activity
tab. On the Cost and
Hours tabs, note that the activity planned
values are updated with the planned values from your CO.
- To see more information about the change order, click the
Connections tab, select your CO, right-click,
and then select Object Details. Alternatively, open the
Change Order window, and query for your CO. You can view the corrective
actions for each CO line and the number of planned hours and cost per action.
- To disconnect a change order, carry out steps 7— 9. Select your CO to be
disconnected by clearing the Connection check box. Click OK to
save your changes.
- On the Change Order/Actions tab, note
that your disconnected task no longer has any value in the Cost Element
field.
Note: When working in the Change
Order window, you can access the activity information for the CO's connected
activity by using the Zoom feature from the Activity Sequence field. This
opens the Activity
window.