Manually Add a Change Order

A wizard guides you through adding a change order (CO). After adding the header information, you can upload files and link them to the CO.

Add the Header Information

  1. Click the Projects icon on the left menu.
  2. Select the Project in the Quick Select section. This will then refresh the page and show the Current Project Home page.
  3. On the Project menu, under Client Contract Admin, select Client Contract Admin Overview.
  4. Navigate to the CO row in the Stats section.
  5. Click the Actions button on the far right.
  6. Click Add Manually option from the drop-down menu.
  7. In the data entry form, the Project # should be selected already but can be changed.
  8. Select the Approved Prime Contract.
  9. General CO Information Section:
    Required Fields:
    • Issue Date
    • CO Order #
    • CO #
    • Subject
    • Status (If Workflow is turned on and a Rule potentially applies then Status will be disabled otherwise it is enabled.)
    Optional Fields:
    • Status Date
  10. Client Company Information Section:
    Required Fields:
    • Company (Field is disabled and will show client referenced on Prime Contract.)
    • Address Type
    Optional Fields:
    • Contact
  11. Prime Contractor Company Information Section:
    Required Fields:
    • Company (Field is disabled and will show contractor referenced on Prime Contract.)
    • Address Type
    Optional Fields:
    • Contact
  12. Enter the Proposed Work Scope.
  13. Optional: Enter or select References for Drawing #, Location, RFI #, or Specification Section.
  14. Optional: Select if there is a Schedule Impact (ex. checkbox and work days).
  15. Click the Next button.

Link Files to the CO

Files such as images or PDFs that pertain to the CO can be uploaded and linked to the change record.

  1. Select one or more files on your local hard drive and drag to the Drop files here seciton.
  2. Click the Finish button.

Next steps

Review or complete the following tasks after adding the change order.

  • Enter Change Work Scope
  • Add/Import Proposed Items
  • Initiate Workflow if Workflow is enabled and a Rule applies. This would be done after Proposed Items have been documented.
  • Review Status and Status Date