PCO Fields
The Potential Change Order (PCO) details page contains editable fields to include additional items to adjust your Costs, Markups, and Add-ons. Adding items automatically updates the total cost of your change order.
PCO Detail
Also note that, for some fields, values you enter in Team may be overwritten once the PCO is transferred to your ERP.
| Field | Description |
|---|---|
| Title | The name of your PCO. Note that, for connected Spectrum users, this field is overwritten by a Spectrum-generated value once the PCO is transferred to Spectrum. |
| Origination Date | The date of creation. |
| Contract | (Required for Spectrum) Select a contract from the drop-down menu. |
| Type | (Vista only) The types that are used to sort your data. Example: PCO, OCO, etc. |
| Description | Brief description/explanation on the change order. |
| Priority | (Required) Set the priority to High,Medium, or
Low. Note that, for connected Spectrum users, this field is not saved. |
| ROM | The Rough Order of Magnitude. |
| Status | (Required) Where the PCO currently is in the process. Example:
FA - For Approval For connected Spectrum users, select a status from the drop-down menu. |
PCO Item
For Spectrum users, there is a 30 character limit for this field. If this field is left blank, when the PCO is transferred to Spectrum, it will default to the description from the Spectrum schedule of values.
| Field | Description |
|---|---|
| Contract Billing Item | Where the item will display on the bill or schedule of values. Example: 1 - Pre Construction |
| Schedule Impact | How many days will be added to the original schedule. |
| Quantity | The total record number. |
| UM | Your unit of measure. Example: LS - Lump Sum |
| Unit Price | The price per unit. |
| Fixed Amount | The set fixed amount of the PCO item. |
| Status | Where the PCO currently is in the process. Example: FA - For Approval |
Costs
| Field | Description |
|---|---|
| Phase | What the Phase/Activity/Cost code for the budget line. Example: 02500- - - Paving |
| Cost Type | The type of item. Example: Rented Equipment, Labor, or Materials. |
| UM | The unit of measurement for the cost type. |
| Quantity | The total amount of the cost type. |
| Hours | The hours applicable for the cost type. |
| Cost/Unit ($) | The cost per unit in dollar amounts. |
| Cost/Hour ($) | The cost per unit in hours. |
| Hours/Unit | The set hours per unit. |
| Estimate ($) | The estimated cost of the cost type. Note: This is automatically generated after
entering your cost information. |
| SL/PO | For Vista, add a Subcontract or Purchase order to applicable
items. For Spectrum, add a Subcontract. |
Markup
| Field | Description |
|---|---|
| Cost Type | The type of item for the markup. Example: Rented Equipment, Labor, or Materials. |
| Net Amount | The gross amount of the markup. |
| Contract Markup (%) | The markup percentage. |
| Contract Markup Amount ($) | The total markup amount. |
Add-Ons
| Field | Description |
|---|---|
| Add-On Code | The Codes for your add-on. Example: A63433 - A68582 |
| Calculation Method | The method for calculating the add-on. Example: A- Fixed Amount |
| Basis | The basis of the add-on. For example: C - Cost |
| Basis Cost Type | The cost type on which to calculate the add-on amount. |
| Phase | What the Phase/Activity/Cost code for the budget line. Example: 02500- - - Paving |
| Cost Type | The type of item for the add-on. |
| Net Amount | The gross amount of the add-on. |
| Add-On Percent (%) | The percent of the add-on. |
| Add-On Amount ($) | Total amount of the add-on in dollar format. |
In the Attachments section you can upload an attachment. However, note that attachments are not transferred to your ERP.
