Change-order budget

Change-order records keep additions and reductions separate from the initial budget. This preserves a traceable path from original to revised budget.

1. Select the job and the applicable change-order type.
2. Enter the reference, effective date, status, description, and required WBS coding.
3. Use positive or negative amounts according to your organization's convention.
4. Save and complete any required approval.
5. Reconcile approved changes to the revised-budget report.

Do not use a change order to correct a data-entry mistake in the original import unless that is the approved accounting treatment. Correct staging/source data or use the organization's formal adjustment process.