Creating a PCO Item

You can apply default markups to each PCO in a change order request. Default markups are percentages you can apply to the items in a PCO to cover costs such as overhead, or calculate your profit for a PCO. You can also apply default markups when you first create a PCO.

To create a potential change order item

1. In the Potential Change Order form, click the Detailed Items tab.
2. Click New. A new row is added to the grid.
3. Enter the following information for each row in the grid:
   • Item No: The number for the PCO item. The item number is displayed by default and can be modified.
   • Description: The description of the PCO category.
   • Orig Estimate (Bdgt): The rough estimate or order of magnitude price you will need (from the owner) to pay for the item
   • Proposed Amt (Bdgt): The proposed budget amount for the PCO.
   • Approved Amt (Bdgt): The approved budget amount for the PCO.
   • Applied Amt (Bdgt): The amount you want applied to the budget.
   • Budget Code: The budget code to which you want to apply the cost of the PCO item.
   • Bdgt Allocation*: The budget allocation code elected for the PCO items.
   • Orig Estimate (Cost): The rough estimate of the price you will need to pay the subcontractor to complete the change described in the potential change order item.
   • Proposed Amt (Cost): The quote for the PCO item provided by the subcontractor.
   • Approved Amt (Cost): The approved cost amount for the item.
   • Applied Amt (Cost): The amount you want applied to the budget. The Orig Estimate (Cost) value is automatically entered in this field by default.
   • Cost Allocation: The cost allocation you want to apply to the potential change order item.
   • Contract Number: The contract number.
   • Company: The company name or code for the company affected by or responsible for the PCO item.
   • Contact Person: The name of the contact person at the company affected by or responsible for the PCO item.
   • Quote Due: The date the quote for the cost of the PCO item is due.
   • Quote Rec’d: The date you received the quote for the proposed amount.
   • Reference: The numbers or names of any files, or documents for the quote received from the contractor.
   • Change Order: The subcontract change order associated with the PCO item. This field is read-only.
   • Production Qty: The quantity of work associated with completing the PCO item.
   • UOM: The unit of measure for the PCO item.
   • Production Hours: The number of work hours needed to complete work on the PCO item.
   • Additional Notes: Any additional notes related to the PCO item.
   • Tasks: The tasks assigned from the schedule to the PCO item.

   Tip: To clear a task name that has already been added to a record, click , select the empty row at the top of the task grid, and then click . The task information is cleared from the form when you save the changes.

   • Locked: If the PCO item is locked, the PCO item cannot be edited or deleted.
   • Files: The files attached to the PCO item. Click the files button to attach a file from the library or to link a URL to the item. For more information on how to add linked files, see "Linking Files or URLs to a Record".
   • Delete: If you select a row for deletion, this check box is selected, and the row is deleted when you save the record.
4. Click Save.

To apply default markups to a PCO

1. In the Potential Change Orders form, click the Detailed Items tab.
2. Click Default Markups.

One row for each default markup is added in the Itemized Breakdown grid.

3. For each default markup, in the Budget Code column, enter or select the budget code to which you want to apply the default markup.
4. Specify the Bdgt Allocation and Cost Allocation values.
5. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also