Change Order Budget Comparison

A side-by-side comparison view for change order budget version addresses a common challenge in budget tracking to understand how changes impact the original plan. Instead of sifting through different reports or trying to mentally compare figures, users can now see their change and proposed total, right next to the planned. This immediate visual comparison makes it much easier to spot discrepancies between what was planned and what's being proposed and understand how each proposed change affects the overall budget. 

Edit Budget Page - Change columns

Edit Budget Page - Change Columns

Change order information can be viewed and managed at the budget line level, resource level, and periodic level.
Edit Periodic Amounts - Change Columns

Edit Periodic Amounts - Change Columns

The business benefit of this feature is visibility into proposed totals and a clear picture of the financial implications, which allows stakeholders to make better choices about approving or rejecting budget adjustments.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The side-by-side comparison of planned and change values in the budget user interface is only available in the context of a change order.

Key Resources

  • Related Help:
    • Change Order Automation for Project Budget Adjustments in the Defining and Managing Financial Projects guide.

Access Requirements

No new access requirements.