Improved Contract Alignment and Change Order Support (Enterprise Edition Only)

What's new? Because we know plans change over time as more data is attained, we've introduced the ability to apply incremental or floating adjustments as a way to capture each change request, when timelines change.

At the Major Task Adjustments level and the Resource Hours level, you will see a new column inserted between the planned or calculated value and the adjusted value to apply a positive or negative offset, instead of overriding the adjusted value itself. You can capture incremental changes made to planned values and keep the adjustment separate ("floating") in case assumptions change, so it is always applied to the updated planned or calculated value.

All applicable labor reports will also inherit the final adjustments.

Who sees the change? Users assigned the WBS Editor or WBS Manager subscribed to Enterprise Edition.

Apply Incremental Adjustment to the Number of Units for Major Tasks

1. Go to the Labor tab for the plan.

2. Select the Major Task to adjust and click Edit Major Task.

3. Go to the Adjustments tab.

4. At the top of the tab click the Expand All link.

5. In the new (+/-) field, enter the offset.

6. Click Save.

Apply Floating Adjustments for a Resource's Extended Hours

1. Go to the Labor tab for the plan.
2. Select the Major Task and click Edit Major Task.
3. Expand the tasks and select the resource under the task whose hours you want to adjust.
4. Select the Hours tab (or Algorithm / Hours).
5. In the (+/-) field, enter the offset.
6. Click Save.