Associating Items with Change Order Explanations
If your agency requires a change order explanation for new items or changes in item quantities, you must associate the explanations to the items before submitting the change order for approval.
The Change Order Item Explanations tab on the Contract Change Order Summary contains an accordion list of change order explanation records. Use the Quick Find filter to locate a specific record. Each row displays an Actions button and is divided into two sections.
The top section displays information about the change order explanation. You can view or edit information in these fields:
To add a new change order explanation, click the New button and complete the fields. Then, click the Save button.
The Change Order Items section displays a list of items associated with the explanation, and includes these fields:
Associating Change Order Items to a Change Order Explanation
To associate change order items to an explanation, follow these steps:
Select Associate Change Order Items… from the Actions menu on the change order explanation row.
The system displays the Select Items modal window.Locate and click the row for each change order item you want to add.
The system adds a check mark beside each item you select and shades the selected rows. To cancel a selection, click the selected row again.Click the Add to Change Order Item Explanation button.
The system closes the modal window and takes you to the Change Order Item Explanations tab. The item is associated with the explanation.
To remove one or more item associations from a change order explanation, follow these steps:
Expand the Change Order Items section to display all associated items.
For each association you want to remove, click the Mark for deletion icon on the item row.
Select Delete from the Actions menu on the change order explanation row to remove all associations you have marked for deletion.
Adding New Items to a Contract with a Change Order
Changing Item Quantities with a Change Order
