Convert allowance packages to change orders

The Allowance Package to CO wizard helps you quickly convert one or more allowance packages into change orders (CO) without manual re-entry.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select COs in the Client Contract Admin section.
3. Select Actions > Add From Allowance Package.
4. Optionally, update the Project number as needed.
5. Select the Prime Contract number.
6. In the Allowance Packages section, select one or more allowance packages to be included in the CO.

   The list displays allowance packages associated with the selected prime contract that have a selected option.

7. Select Next.

8. Optionally, update the CO #.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

9. Optionally, update the Issue Date as needed.

   The default value is today's date.

10. Enter the Subject.

    It's recommended to include the allowance package numbers in the subject line. For example, Allowance Pkg 001, 002, 005.

11. Optionally, update the Issued By and To Contacts as needed.

    The default contacts are based on those defined in the prime contract. The prime contract determines the issued by and to companies and cannot be changed.

12. Optionally, update the Status and Status Date.

    If it is not approved yet, set the Status to Pending and leave the Status Date blank.

    If the workflow is enabled and a rule applies to the transaction, the status is automatically set to Pending and cannot be changed before the transaction is approved or rejected.
13. Optionally, clear the Use Default AR Tax Code or Link Related Files checkboxes as needed.
14. Select Finish.

Next steps:

• Update the work scope.

• Revise the CO contract amount and adjust the cost/hour budgets.

• If the workflow is enabled and a rule applies to the CO, start the workflow.

• Set the status and status date.