Overview
The Owner/Client Scope Billing Data setting adds columns to the Project Budget that separate invoiced amounts into Base and Owner/Client Change scopes. This gives clearer visibility into how much of each invoice applies to the original contract scope versus owner-approved change orders.
Prerequisite
Enable the setting in Project Settings under the Project Budget tab.
Process
Columns affected
Once the setting is enabled, the following billing columns in the Project Budget are broken out into Base and Owner/Client Change values:
Gross Previous Application
Gross Current Application
Previous Retention Amount
Current Retention Amount
Net Previous Application
Net Current Application
Paid Amount
How values populate in the Owner/Client Change columns
Create a Contract Change and set the Type field to Owner/Client Change.
Populate the remaining Contract Change fields. The change can be assigned to an existing SoV scope or a new scope.
Execute the Contract Change.
Create an Invoice against the original contract and any associated change orders.
If the invoice covers both the original scope and the Owner/Client Change scope, the invoice amounts are split into the corresponding Base and Owner/Client Change columns in the Project Budget.
Example: An invoice sets the current application amount at $50,000 for the original scope and $2,500 for the Owner/Client Change. In the Project Budget, the $50,000 populates the Base column and the $2,500 populates the Owner/Client Change column.