Scenario:
- Currently, sub-items cannot be added to SOV items once they have been partially claimed.
- One of our project teams often needs to introduce additional sub-items or further breakdowns even after partial claims have been submitted.
- As a workaround, we attempted to use Change Order to manage these new sub-items.
- However, sub-item hierarchies created through Change Order are not reflected or displayed in the Budget Payment Application, which limits their usability during the claim process, unlike Cost Payment Application where the hierarchies of Change Order are reflected.
Proposed Enhancement / Workaround Requirement:
- For this workflow to function effectively, Change Order breakdown details should be visible and usable within the Budget Payment Application.
- Ideally, the Change Order sub-header name should be able to match an existing SOV sub-header name, allowing relevant breakdowns to populate automatically under the corresponding SOV item.
- In Change Order, there should be an option to choose whether:
- the Change Order items remain separate from the SOV, or
- the Change Order items align with existing SOV item names and populate beneath them.
Please refer to Appendix A in the attached document for a visual reference.
