Using Change Orders to Report Progress—Exercises
Required Data
Connecting Change Orders to 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 and connect change orders to activities in a subproject structure.
- Save your changes.
General exercise for
Connecting Change Orders
to Activities
Releasing 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.
- Release the activities which have connected change orders.
General exercise for
Executing
Activities
Main Exercise
Purpose: The purpose of this lesson is to show you how to
report progress on change orders and how to use change orders to update the activity's
progress.
Windows:
Project Navigator/Connections
Project Navigator/Activity
Activity/Connections
Activity/General
Change Order/Actions
- Open the Project Navigator
window. (Alternatively, open the
Activitywindow.)
Query for your project.
- In the Navigator, select an activity that has connected change orders, on
which you would like to report progress.
- Click the Connections tab.
- Select the row with the change order, right click and click Object Details.
The Change Order window opens. (Alternatively,
open the Change Order window through the
navigator and query for the change order.) Click the
Actions
tab.
- On the lower table, report progress on one or more change order actions.
Progress is reported either by filling in a value in the CO Action Progress
field or by selecting the Action Completed check box.
- Continue in the Project
Navigator window and click the
Activity tab. (Alternatively
in the Activity
window, click the
General
tab.)
- In the Navigator, select an activity which has connected change orders on
which you have reported progress.
- In the Progress Method list, click All Connected Objects.
- Save your changes.
- Observe that the Calculated Cost Progress and Calculated Hours
Progress fields are updated, which is the activity progress based on the
progress of the connected change orders. The calculated progress is weighted
based on the planned cost and hours of each connected change order action.
- Note that the Actual Start Date field has a value equal to the early
start date. Observe that the Early Start Date field is no longer editable.
- Optionally, change the actual start date and save your changes. Note that
the Early Start Date field is changed to be the same date as the actual
start date.
- On the Change Order window, change
the progress of one of your change orders actions.
- Click the Activity
tab again. (Alternatively in the
Activity window,
click the
General
tab)
- Observe that the activity calculated progress is updated, considering your
change.
- Click the Connections tab. Observe
that the progress for each connected change order is shown here in the Object
Progress field.
- When an activity's connected change orders have been performed, and all
other work executed, complete the activity. (For more information about completing
activities, refer to the Executing Activities lesson.)