Manage change order items

You can add items either manually or import them into a change order (CO).

Open the CO details

Go to Projects and select the appropriate project in the Quick Select section.
On the Project Home page, select COs in the Client Contract Admin section.
On the COs page, select a CO number from the list.

Add CO items manually

In the CO Items section, select Add / Import Items > Add Manually.
Optionally, update the Item #.
Enter the Item Description, Quantity, and Unit Price.
Optionally, enter an Item Code and the Units.
Select the Job Cost Code.
Optionally, select the Tax Code.
Optionally, in the CO Line Item Cost Budgets section, enter the internal cost budget unit prices for material, labor, equipment, subcontractor, and other.
The cost budget subtotals for each resource will be calculated automatically based on the item quantity.
Optionally, in the Manufacturer Information section, enter Manufacturer, Manufacturer Part #, or UPC.
Select Save & New or Save & Close.

Import items from the cost database, estimate items, or job cost codes

In the CO Items section, select Add / Import Items.
Select one of the following options:
Import labor items from the cost database
1. Select Import Labor Items.
2. In the Filter Information section, select one of the following Rates To Import:
  - Hr. Bill Rate
  - Hr. Cost Rate
  - Daily Bill Rate
  - Daily Cost Rate
  The daily rate equals the hourly rate multiplied by 8.
3. Optionally, enter text in the Search field to filter the results.
4. Select the checkbox next to each labor item that you want to import.
5. Based on the selected rate, enter either hours or days in the Quantity field.
6. Optionally, select a Cost Code for each item being imported.
7. Select the Default Cost Code to use when an imported item does not have one specified.
8. Select Add or Add & Close.
Import equipment items from the cost database
1. Select Import Equipment Items.
2. In the Filter Information section, select one of the following Rates To Import:
  - Hr. Bill Rate
  - Hr. Cost Rate
  - Daily Bill Rate
    The daily rate equals the hourly rate multiplied by 8.
  - Daily Cost Rate
  - Project Hr. Bill Rate
  - Project Hr. Cost Rate
  - Project Daily Bill Rate
  - Project Daily Cost Rate
  - Rental Daily Rate
  - Rental Weekly Rate
  - Rental Monthly Rate
3. Optionally, enter text in the Search field to filter the results.
4. Select the checkbox next to each equipment item that you want to import.
5. Based on the selected rate, enter either hours or days in the Quantity field.
6. Optionally, select a Cost Code for each item being imported.
7. Select the Default Cost Code to use when an imported item does not have one specified.
8. Select Add or Add & Close.
Import work items from the cost database
1. Select Import Work Items.
2. In the Filter Information section, do the following:
  1. Select Text Search or a classification system from the Filter Type dropdown.
  2. If you selected a classification system, select the lookup icon () next to the Filter field to select a classification code to filter the results. Otherwise, enter text in the field.
  3. Select one of the following Rates To Import:
    Total Cost Rate
    Total Sell Rate
    For example, the proposal rate.
    M Cost Rate
    M Sell Rate
    L Base Cost Rate
    L Cost Rate
    For example, the base rate plus the burden cost rate.
    L Sell Rate
    E Base Cost Rate
    E Cost Rate
    For example, the base rate plus the burden cost rate.
    E Sell Rate
    S Cost Rate
    S Sell Rate
    O Cost Rate
    O Sell Rate
  4. Select Filter.
3. Select the checkbox next to each work item that you want to import.
4. For each selected item, enter the Quantity.
5. Optionally, select a Cost Code for each item being imported.
6. Select the Default Cost Code to use when an imported item does not have one specified.
7. Select Add or Add & Close.
Import estimate items
1. Select Import Estimate Items.
2. In the Filter & Rate Information section, do the following:
  1. Select the Estimate number from the dropdown.
  2. Optionally, select the lookup icon () next to the Estimate Cost Code field to select a cost code to filter the results.
  3. Select Filter.
  4. Optionally, select the Exclude Estimate Items tagged in an RFP Package checkbox.
    Awarded RFP packages can be automatically converted into purchase orders (POs) and subcontracts. For this reason, it’s recommended to exclude estimate items that are tagged in awarded RFP packages to avoid duplication
3. Optionally, enter text in the Search field to filter the results.
4. Select the checkbox next to each estimate item that you want to import.
5. Optionally, update the Quantity for each selected item as needed.
6. Optionally, update the Cost Code for each item being imported.
7. Select the Default Cost Code to use when an imported item does not have one specified.
8. Select Add or Add & Close.
Import estimate items grouped and summed by code, description, and unit of measure
1. Select Import Estimate Items Summary.
2. In the Filter & Rate Information section, select the Estimate number from the dropdown.
3. Optionally, enter text in the Search field to filter the results.
4. Select the checkbox next to each item that you want to import.
  Items are grouped and summed based on item code, description, and unit of measure. Because quantities reflect the entire estimate, filtering by cost code is not applicable.
5. Optionally, update the Quantity for each selected item, if needed.
6. Optionally, select the Cost Code for each item being imported.
7. Select the Default Cost Code to use when an imported item does not have one specified.
8. Select Add or Add & Close.
Import job cost codes
1. Select Import Job Cost Code.
2. Optionally, enter text in the Search field to filter the results.
3. Select the checkbox next to each cost code that you want to import.
4. Select Add or Add & Close.

Import committed cost or cost to date transactions into a time and material CO

In the CO Items section, select Add / Import Items.
Select one of the following options:
Import Committed Cost Transactions
1. Select Import Committed Cost Transactions.
  
  The following committed cost transactions that reference the CO will be imported:
  - Purchase orders (POs)
  - Bills not from POs
  - Subcontracts
  - SCOs
  - Labor timecards
  - Equipment timecards
  - Miscellaneous expenses
2. Optionally, for labor or equipment timecards select the Include Comments checkbox as needed.
3. Optionally, clear the Use Default AR Code checkbox if needed.
4. Select Import.
Import Cost To Date Transactions
1. Select Import Cost To DateTransactions.
  
  The following cost to date transactions that reference the CO will be imported:
  - Bills
  - Labor timecards
  - Subcontracts
  - Equipment timecards
  - Miscellaneous expenses
2. Optionally, for labor or equipment timecards select the Include Comments checkbox as needed.
3. Optionally, clear the Use Default AR Code checkbox if needed.
4. Select Import.

Import items using a Microsoft Excel file

Prepare the Microsoft Excel file with the items to be imported.
In the CO Items section, select Add / Import Items > Import from Excel.
Select Choose File to find and upload the Microsoft Excel file with the items to be imported.

Import default CPR and CO markups

Default CPR and CO markups must be imported last to ensure correct value calculations. These markups are defined in the prime contract.

In the O Items section, select Add / Import Items > Import / Apply Change Markups.
Select one or more markups from the list.
Select Import Markups.

Edit the proposed items

In the CO Items section, do the following:
- To edit an individual item, select the item description to view the item details, update the information as needed, and select Save & Close.
- To edit multiple items, select Edit, update the item information on the list as needed, and select Save.