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Question

Stop completed contract change orders appear in new project forecasts


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Is there a way in core functionality to have the completed Contract Change Orders be excluded from appearing in new Project Forecasts?

 

Customer concern (APPS10):

“When a contract change order is completed, we would no longer want to see the contract values in the new forecasts. For some reason, these old CCO's are still showing values in the forecast and are muddying to numbers in the forecast reports. Can you please inform us how we can overcome this issue?”

2 replies

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  • Superhero (Partner)
  • 392 replies
  • June 6, 2023

Hi @Chathurika Wijeratne ,

Could you please try using the below option. 

Hope this helps!!

Regards,

Mithun K V


Sean Ingram
Sidekick (Employee)
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  • Sidekick (Employee)
  • 9 replies
  • September 29, 2023

Hello, bigger question is why would you want to remove change order values from the forecast? Best practice would not be to do this, as you would lose the visibility of the financial impact of change/variations within your reporting. It is possible to remove Change orders manually, but this not typically done by other customers heavily using project budgeting and forecasting unless the change order has been ‘cancelled’. If the inclusion of completed change orders is ‘muddying the forecast’ then I can only assume that the customer is doing something else that is causing them to double count the value of Change orders. This would need investigation to see how they are specifically using IFS.


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