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Accumulate Costs and Time to a Change Order

The accumulate feature allows you to calculate the estimated cost and duration of the entire change order by adding together the estimated cost and duration of each task. You can also choose to accumulate the change order and all of its children. Children are additional records entered as a result of attempting to resolve the original change order.

To accumulate costs and time to a change order

  1. Select Change Orders, Assigned or Unassigned, and priority level on the Service Desk tab.

    The Change Order List appears.

  2. Select the change order of interest.

    The Change Detail page appears.

  3. Select Actions, Accumulate Change Order on the menu bar.

    The Accumulate Change Order page appears.

  4. Click one of the following buttons:
    Accumulate this Change Order and All Children

    Calculates the estimated cost and duration of the change order by adding together the estimated cost and duration of tasks for this change order and all of its children.

    Accumulate Only this Change Order

    Calculates the estimated cost and duration of the change order by adding together the estimated cost and duration of tasks for only this change order.

    Cancel

    Closes the Accumulate Change Order page without accumulating the change order.

    The estimated cost and duration are accumulated and you are returned to the Change Detail page.

  5. Select the Costs/Plans tab on the Change Detail page.

    The tab displays the estimated cost and duration for the change order based on the values accumulated.