Creating a Budget Change Order

To create a Budget Change Order record:

Go to your project. Ensure that you are in the User mode.
Expand the Change Management node.
Select Budge Change Orders.
From the BP log page, click Create.Refer to the table below to complete the Upper form.
From the Change Items tab, select Copy > Consolidate Line Items.
Select Potential Changes business process for line item consolidation and click OK.
Select a Potential Changes record and click All Line Items or Select Line Items. If you selected All Line Items, all line items associated with the selected potential changes record are copied. If you selected Select Line Items, you can select the individual line items you want to copy and click Copy.
In Workflow Actions select the workflow action to take. In this case, your selection is Submit.
In Action Details, select who should receive the record.
1. Click To... The User/Groups picker opens and displays a list of available task recipients.
2. Select the user or group who will receive the task.
3. Click Add.
4. Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications.
Click Send to route the record. Unifier displays a message stating that the record has been submitted successfully.

Upper Form

In this field	Do this
Project Number	This is a read-only field.
Project Name	This is a read-only field.
Title *	This is a required field. Enter a title for this form.
Transaction Currency	Read-only field.
Contract/PO *	This is a required field. Select an approved budget from the Budget window by clicking the Select…
Record Number	This is field. It shows the record number of the current Budget Change Order record
Creator	This field gets populated with the name of the person who creates the Budget Change Order. Clicking the hyper-link opens the user’s profile in a pop-up window.
Creation Date	This is a read-only field. It displays the date the record was created.
Status	This is a read-only field. It displays the status of the current record.
Amount	This is a read-only field. It displays the sum of total amounts from the lower form.
P6 Activity	Select a P6 activity to associate with this record.
P6 Planned Cost	This is a read-only field.
P6 Planned Start	This is a read-only field.
P6 Planned Finish	This is a read-only field.