Manage Change Order Line Items

You can manually add lines items to a change order (CO) or import them.

Manually Add CO Line Items

1. At the CO listing, click on the CO # to view the details.
2. Scroll down to the CO Proposed Items section.
3. Click the Add | Import Items drop-down.
4. Click Add Manual. This will refresh the screen.
5. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price.
6. Select the Job Cost Code.
7. Optional: Select the Tax Code.
8. Optional: Enter the internal cost budget unit prices for material, labor, equipment, sub, and other. Cost budget subtotals for each resource will be auto calculated using the item quantity.
9. Optional: Enter the Manufacturer, Mauf. Part #, or UPC #.
10. Click Save or Save and New.

Import Estimate Line Items or Job Cost Codes

• Cost Database - Labor Items
• Cost Database - Equipment Items
• Cost Database - Work Items
• Estimate Items
• Estimate Items Grouped and Summed By Code, Description and Unit of Measure
• Job Cost Codes as Line Items

Import Committed Cost or Cost To Date Transactions into a Time and Material CO

• Committed Cost Transactions
• Cost To Date Transactions

Import Items from Microsoft Excel

• Import Items from Microsoft Excel

Import Default CPR/CO Markups

Default CPR/CO Markups should always be imported last so the values are calculated correctly. These markups can be established in the Prime Contract.

1. At the CO listing, click on the CO # to view the details.
2. Scroll down to the CO Proposed Items section.
3. Click the Add | Import Items drop-down.
4. Click the Import / Apply Change Markups option from the drop-down. This will refresh the page.
5. Select one or more markups.
6. Click Import Markups.

Edit An Individual Line Item

1. At the CO listing, click on the CO # to view the details.
2. Scroll down to the CO Proposed Items section.
3. Click the Item # or Description link to view the details.
4. Edit CO Line Item information as needed.
5. Click Save or Save and New.

Edit Items in Grid

1. At the CO listing, click on the CO # to view the details.
2. Scroll down to the CO Proposed Items section.
3. Click the Edit button to the right of the CO Proposed Items section title. The read-only items grid will then change so that modifications can be made.
4. Edit CO Line Items as needed.
5. Click Save.