Adding a Change Order to a Contract
Change orders allow you to legally change a signed contract. The change order process includes creating, approving, and tracking contract changes. Typical circumstances where a change order must be processed include:
The quantity of one or more contract items needs to be changed.
New items of work need to be added to a contract.
A time extension is needed to complete the work on a contract.
You need to set final quantities for a contract.
You can include more than one of these functions in a change order, except when setting the final status and quantities for contract items.
You can add a change order to a contract on the Add Change Order Summary. You can access this component in one of three ways:
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To create the first change order for a contract, or to add a change order by first selecting the contract, navigate to the Change Order Overview and select Add Change Order To Contract from the Actions menu on the component header.
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On the Change Order Overview, locate an existing change order for the contract and select Add Change Order to Contract from the Actions menu on that row.
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On the Contract Progress Summary component, click the Add button on the Change Orders tab.
On the Add Change Order Summary, you must enter information in these fields to save the new change order:
It is not required, but you can also enter and view information in these fields:
Click Save when you are finished entering information. The system takes you to the Contract Change Order Summary and displays a message to confirm that the new change order was saved (see Maintaining a Contract Change Order). By default, the new change order has a status of Draft.
