Managing Change Orders
In this Topic
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.
The Change Order Overview is the gateway to managing all of the change orders on contracts for which you have contract authority. To access this component, click the Change Order link in the Construction component.
To make changes to an existing change order, first locate the change order by typing criteria the Quick Find search box or by clicking Show first 10. The system displays a list of rows for all the change orders that match your search criteria. Each row contains an Actions button and current values for these fields:
To modify information in a change order, click the CO Num link in the change order row. The system takes you to the Contract Change Order Summary (see Maintaining a Contract Change Order).
To delete a change order, select Delete from the Actions menu on the change order row. To reverse the delete action, click the Undo button.
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Note: You can only delete the highest CO Num of all the change orders for a contract, which must also have a status of Draft.
When you are finished making changes to the change order, click the Save button to apply your changes to the system (including deleted information). The system displays a message to confirm that your changes were saved in the database.
Adding a New Change Order
There are several ways to add a change order to a contract.
To add the first change order to a contract, or to add a change order by first selecting the contract, follow these steps:
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On the Change Order Overview, choose Select Contract to Add Change Order from the Actions menu on the component header.
The system displays a modal window for selecting a contract. -
Locate the contract to which you want to add a change order by typing criteria in the Quick Find search box or by clicking Show first 10.
The system lists all the contracts that meet your search criteria. -
Click the row for the contract to which you want to add a change order.
The system adds a check mark beside the contract and shades the row. To cancel a selection, click the selected row again. -
Click the Create Change Order on Contract button.
The system closes the modal window and takes you to the Add Change Order Summary component for the contract. -
Click the Save button.
To add a change order to a contract that already has a change order, locate a change order for the contract on the Change Order Overview, and then select Add Change Order to Contract from the Actions menu on the change order row. The system takes you to the Add Change Order component.
You can also add a change order on the Contract Progress Summary component by clicking the Add button on the Change Orders tab.
For more information, see Adding a Change Order to a Contract.
