Working with Contract Change Orders

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 Orders tab on the Contract Progress Summary component provides access to all the change orders that have been created for the contract.

To make changes to an existing change order, first locate the change order by typing criteria in the Quick Find search box or by clicking Show first 10. The system displays a list of change orders that match your search criteria. Each row contains an Actions button and current values for the following fields:

To add or change information in an existing 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 add a new change order to the contract, click the Add button to go to the Add Change Order Summary component (for more information, see Adding 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.

Note: You can only delete a change order with a status of Draft and the highest CO Num of all change orders for the contract.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.