Enhancements to P/M Change Requests

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1 Enhancements to P/M Modules Affected: Project Management Versions Affected: COINS Ti Version 2.5 (9.7c2.36TI) Updated: New fields and screens described within this CE document are included in the online help and/or appropriate Reference Manuals concurrent with the software release. This document may also contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on COINS USA s Client Center web site at ti.com/support/releases/cedocs.php. The discussion of this new screen is divided into the sections shown below. Overview... 1 Change Request Cost Budget Table... 1 Sample Change Request Forms... 4 Overview This document describes enhancements to the Project Management Module s Change Request function that were made to better meet the varying business needs and processing requirements of COINS clients. Change Request Cost Budget Table Several changes were made to the Cost Budget table that appears in the lower part of the Change Request screen. Some of the updated fields are shown in Figure 1. To prevent changes to existing when this COINS release is loaded, a fix routine automatically populates the new Net Cost fields (they are set to equal the Gross Cost) and sets the Unit Cost Basis for all lines to Qty. 10/24/08 1 Copyright 2008 Construction Industry Solutions (Shaker) Corporation

2 Note You can streamline data entry with the Columns Editor, which lets you define a version of the Cost Budget table that includes just the columns you typically use. Figure 1: Change Request Cost Budgets Column Changes Unit Cost Basis This is a new column a combo box with selections of Qty and Hour. The default value is Hour for the LA cost category and to Qty for all other cost categories. Gross Cost Amount Estimate Gross Cost Amount Proposed Gross Cost Amount Approved The labels of three existing columns were changed from Cost Amount Estimate, Cost Amount Proposed, and Cost Amount Approved. 10/24/08 2

3 These are calculated columns that contain the sum of the new Net Cost and Tax values that are described below; they cannot be updated directly. Unit Cost Estimate Unit Cost Proposed Unit Cost Approved These three existing columns were moved in the standard column set so that they appear before the Gross Cost Amount fields. In the past these fields were only open if the change request was selected as Unit Price. They are now available for all change request types. Net Cost Estimate Net Cost Proposed Net Cost Approved These three new columns are calculated by multiplying the Qty or Hours by the Unit Cost. Tax Estimate Tax Proposed Tax Approved These are three new calculated columns. If the job s Taxable Status is C, the program checks the taxable status of the cost category within the cost code record. If it is taxable, COINS calculates the tax based on the job s Tax Jurisdiction and the Net Cost field. The Tax fields are enabled and the calculated value can be changed. The Tax values are recalculated if the Qty, Hours, Unit Cost, or Net Cost of the line changes. LA Hours per Unit This is a new column. This column is editable for Labor lines (i.e., LA lines where the Unit Cost Basis = Hour). Note COINS keeps the new fields in sync. For example, if the Net Cost is updated, it adjusts the Unit Cost accordingly and also recalculates the Tax and Gross Cost. 10/24/08 3

4 Sample Change Request Forms You can include the new fields on change request forms and logs as shown in Figure 2 and Figure 3, comparing the standard Change Request Form and a customized version. Figure 2: Standard Change Request Form 10/24/08 4

5 Figure 3: Customized Change Request Form 10/24/08 5