Scoreboard dialog box

The potential change order (PCO) scoreboard displays a quick overview status of all PCOs and related pricing items for the current project. You can keep it open as a dashboard to quickly identify which subcontractors owe responses, and reduce the time to quantify the impact of a change on the project. The scoreboard lists all PCOs, but it only lists the contracts that are associated with the PCOs.

You must have a Financial Manager role to access this dialog box.

Filter

The Filter drop-down list contains filters to display the potential change orders in particular categories. For example, if you want to view overdue potential change orders, select Overdue from the list. Only overdue potential change orders will appear in the log. You can also choose to display potential change orders for all Project Center users or only potential change orders created by you. Each category is explained below.
Click to toggle between showing potential change orders for all users or only potential change orders created by you.

All

Click to display all PCOs that have been entered for this project.

Open

Click to display PCOs that do not have a status of Pricing Complete, Closed, or Void.

Draft

Click to display all PCOs that have a status of Draft.

Due Within 8 Days

Click to display PCOs that are within 8 days of the due date (if any) and aren’t closed.

Overdue

Click to display PCOs that are overdue.

All Items with Pricing Complete

Click to display all PCOs that have a status of Pricing Completed.

All Closed

Click to display all closed PCOs.

All Voided

Click to display all voided PCOs.

 

Order By

Use the Order By drop-down list to select whether to display the PCOs in order by ID or Due Date.

 

Rows

ID

The IDs of the PCOs. The hover text displays the subject of the PCO and the name of the user who created the item. Click a link open the corresponding Modify a Potential Change Order dialog box.

Due Date

The date the PCO is due.

Total

The total forecast amount of the PCO.

PCOs with overdue items are listed in bold red with the icon.
Place the cursor over fields in the table under the PCO columns to view information about data in the fields.

Company

This column lists the company associated with the pricing item. Click the company link to open the View Company dialog box.

Contract ID

This column lists the contracts associated with the pricing items. Only contracts that have PCOs associated with them are listed here. Each contract can be associated with multiple PCOs or individual PCO pricing items, which will be indicated in the fields under each PCO column across the chart. Click the contract link to open the Modify a Contract dialog box.

PCOs that are not assigned to a contract are listed in the bottom rows of the chart.

Individual PCO pricing items from the PCO’s Pricing tab that are not assigned to a contract are listed in the bottom rows of the chart.

 

Key

This section contains the legend of the icons that are used in the scoreboard.

Estimated – An estimate has been logged but pricing has not been received.

Proposed – A proposed price has been logged for the pricing item.

Multiple – Pricing items are estimated/proposed/approved. The value is the total of all pricing items associated with the contract and PCO.

Currency – The currency used in the chart.

Approved – An approved value has been logged for the pricing item.

Change Order Written – A change order has been written for the contract.

Pricing Not Available – There is no estimated/proposed/approved amount filled in for the pricing item.

Two dashes – – in a field indicates that the contract does not apply to the corresponding PCO.
A bold red number indicates the price hasn’t been requested or the estimate is overdue.

Generate Report

Click to open the Create a Report dialog box to view and create a PCO scoreboard report.

 

To access this dialog box

Click Open Scoreboard from the Tasks panel of the Potential Change Orders activity center.