Add a subcontract change order (SCO) manually

Add the SCO header information

Go to Projects and select the appropriate project in the Quick Select section.
On the Project Home page, select SCOs in the Procurement section.
Select Actions > Add Manually.
Optionally, update the Project number as needed.
Select the Prime Contract.
Optionally, add the CO #, WO #, or both.
Select the Subcontract from the dropdown.
In the General SCO Information section, do the following:
- Optionally, update the Issue Date.
  The default value is today's date.
- Optionally, update the Order Number as needed.
  This field is required.
  The SCO order number determines the previous SCO amounts.
- Optionally, update the SCO # as needed.
  This field is required.
- Optionally, select the appropriate Initiated By option from the dropdown.
- Enter the SCO Subject.
  This field is required.
- Optionally, update the SCO Status as needed.
- Optionally, update the Status Date.
  The default value is today's date.
The order number and SCO number are set automatically based on the selected subcontract.
Optionally, in the Subcontractor Company Information section, update the Contact and Company Address if needed.
The Company field cannot be edited.
The subcontractor company information is set automatically based on the selected subcontract.
Optionally, in the Prime Contractor Company Information section, update the Contact and Company Address if needed.
The Company field cannot be edited.
The prime contractor company information is set automatically based on the selected subcontract.
Optionally, enter the Scope of Work.
Optionally, in the References section, do the following:
- Select a Drawing.
- Enter a Location.
- Select an RFI #.
- Enter the Spec. Section.
- Enter Other information as needed.
Optionally, in the Schedule Impact section, do the following:
- If a scheduling delay cannot be determined yet, select the To Be Determined Later checkbox.
- Enter the number of work Days to add to or remove from the subcontractor’s schedule due to this SCO.
  If the To Be Determined Later checkbox is selected, leave this field set to zero.

Optional: Set default values for the SCO items

In the Default Line Item Values section, select the default Job Cost Code, Tax Code, or both.

These default values are applied to the items when those fields are left blank.

Optional: Add SCO items manually

In the SCO Line Items section, do the following for each item:
1. Enter the Item #, Description, and Quantity.
  The item number determines the sorting order.
2. Enter the Unit Price and, optionally, the Units.
3. Optionally, select the Cost Code.
  If a job cost code is not selected, the default cost code specified in the Default Line Item Values section will be used.
4. Optionally, select a Tax code.
  If a tax code is not selected and a default tax code specified in the Default Line Item Values section, the default will be used.
If the subcontract type is Unit Price and this is a new billing item, the quantity represents the estimated project quantity.
Select Save.

Optional: Import SCO items

In the SCO Line 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, use the Search field to filter the list.
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, use the Search field to filter the list.
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 anticipated costs
1. Select Import Anticipated Costs.
2. Select the checkbox next to each item that you want to import.
3. Optionally, update the Quantity for each selected item, if needed.
4. 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.