Contract and Budget Change History

Path

Advanced Project Management > Contract Management > Reports > Contract and Budget Change History

Use this report to compare snapshots of a contract. See Creating a Snapshot.

Each time you create a snapshot, changes are tracked and recorded. When you select a snapshot for a contract in the Contract and Budget Change History report, the selected snapshot’s values are compared to values from the previous snapshot for that contract. The first snapshot is compared against a blank contract, so that any captured values appear as a change.

In the report, any changes from the previous snapshot are highlighted in light blue.

ContractAndBudgetChangeHistory

To view a contract’s changes in snapshots:

  1. Navigate to Contract and Budget Change History (Advanced Project Management > Contract Management > Reports > Contract and Budget Change History).

    The Contract And Budget Change History - Preview page opens.

  2. Select a ContractNum to open the contract’s snapshot history.

    ContractAndBudgetChangeHistoryPreview

    The Contract and Budget Change History report view displays for the selected snapshot.

  3. Select a snapshot from the Navigation Tree, under the Change History Sets node.

    If no snapshots are created for a contract, there will be no Change History Sets to select.

    The selected snapshot loads. If there are any changes since the previous snapshot, the Has Changes check box is selected.

    ContractAndBudgetHasChanges

  4. If there are changes, you can see these at different levels by clicking through the nodes on the Navigation Tree.

    ContractAndBudgetNavigateChanges

    The following values are displayed:

    Snapshot Set Details

    The details for the currently selected snapshot set appear here:

    ContractSnapshotHistory
    HistorySetNum

    Sequential numbers for the contract are stored with each snapshot. HistorySetNum shows the set number for the currently selected snapshot set.

    SnapshotDate

    The date the snapshot set was created.

    UserID

    The user who created the snapshot, or the user who created the event that triggered the snapshot.

    Note

    The note that was captured when the snapshot was created. If the snapshot is automatically generated, then the note relates to the event that triggered it.

    Contract Details

    The values that appear here relate to your selection on the Navigation Tree: Contract Header, Line, Line Item, or Milestone.

    ContractSnapshotDetails
    Line ID

    The Line ID (applicable if Line, Line Item, or Milestone are selected in the navigation tree).

    Line Item ID

    The Line Item ID (applicable if Line Item or Milestone are selected in the navigation tree).

    Line Item Milestone ID

    The Milestone ID (applicable if a Milestone is selected on the Navigation Tree).

    The following fields have Before and After columns:

    Description

    The description of the contract/line/line item/milestone.

    Due Date

    The due date of the contract/line/line item/milestone.

    Quantity

    Applicable to the line item, if selected.

    Doc Discounted Unit Value

    The Discounted Unit Value of the line item.

    Doc Total Value

    The Gross Value of the Contract / Value for the Line / Discounted Value for the Line Item. The Doc Total Value does not apply to Milestones.

    Currency Code

    The Currency Code of the Contract for the Line Item / Currency Code of the Milestone.

    Contract Status

    The Contract Status, which appears when the contract is selected in the navigation tree.

    Revision Status

    The contract’s revision status.

    Revision

    The contract revision number.

    Project Details

    The values that appear here correspond to your selection on the Navigation Tree: Contract Header, Line, Line Item, or Cost Code.

    SnapshotProjectDetails
    Phase ID

    The Phase ID of the WBS Phase corresponding to the selected line item or a Cost Type – Cost Code belonging to the WBS Phase.

    CostCode Detail ID

    The Cost Code Detail ID appears when you select a Cost Type - Cost Code on the Navigation Tree.

    The following fields have Before and After columns:

    BuAppTotals

    The Approved Budget Total for the WBS Phase corresponding to the selected line item or for a selected Cost Type – Cost Code that belongs to the corresponding WBS Phase.

    Approved Date

    The Approved Date for the WBS Phase corresponding to the selected line item or for a selected Cost Type – Cost Code that belongs to the corresponding WBS Phase.

    Approved By

    The Approved By (User ID) for the WBS Phase corresponding to the selected line item or for a selected Cost Type – Cost Code that belongs to the corresponding WBS Phase.

Expected Margin

These fields are calculated using the contract’s Discounted Value compared with the Project’s Approved Budget, to show an expected profit margin. The fields for Before and After show the Margin Amount and the Margin Percent.

ExpectedMarginChanges