Change order requests (CORs)

A COR is used for tracking requests for changes to the original contract between the general contractor and the project owner. You can link multiple potential change orders (PCOs) to a COR.

On the Change Order Request tab, the banner displays:

  • Amount: The total revenue amount from the linked PCOs.
  • Days: The total number of approved days from the Information panel.

The Change Order Requests module displays the requested days for unlocked records and the approved days for locked records.

  • In the project menu, select Financials > Change Order Requests.

You can create CORs that group multiple PCOs together and submit them to the owner for approval. In the Information panel of the COR, you can track several dates:

  • Initiated Date: The date on which the COR is created.
  • Required Date: The date by which a response or decision is needed for the COR.
  • Completed Date: The date on which the COR is answered or completed.
  • Notice to Proceed (NTP) Date: The date on which the work is scheduled to start.
  • Executed Date: The date on which the legal document for the COR is signed.
  • Field permissions aren't enforced in the Create dialog but are enforced in the full record.
  • Required fields are marked with an asterisk.
  1. On the navigation toolbar, select Create icon (Create).
  2. If autonumbering is off, enter the record number.
  3. In the Initiated Date field, enter or select a date.
  4. Enter a description for the COR.
  5. Select Create.
  6. In the Information panel, enter the record details.
    • To change the workflow status, select an option from the Status list.
      • Workflow field
    • In the Requested Days field, enter the number of additional days that are needed to complete the work in the change order.

      • This field isn't updated by the linked PCOs.

    • In the Reference field, enter any reference information such as a file or record.
    • To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
    • To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
  7. On the Change Order Request tab, add the PCOs.
  8. On the Comments tab, enter a comment, select Link icon (Links) to link items, and then select Send icon (Send).
  9. On the Contact Info tab, select the main company contacts.
    • To search for or create a company, select Search icon (Search) in the company field.
    • To add a contact, select the contact field, and then select or invite a contact.
  10. To set who has access to the COR, select Sharing icon (Sharing), and then select an option.
  11. To link an item to the COR, select Link icon (Links), select Plus icon (Add), and then select the item type.
  12. To save the changes and keep the COR open, select Save icon (Save).

    13. —Or—

    To save the changes and close the COR, select Back arrow (Save).

  1. In the tile or list view, on the record, select More icon (More) > Copy.

    2. —Or—

    Open the record, and then select Copy icon (Copy) on the navigation toolbar.

  2. If autonumbering is off, enter the record number.
  3. In the Initiated Date field, enter or select a date.
  4. Edit the description.
  5. Select Copy.

    6. The new COR includes the details from the Information panel and the Contract Info tab but doesn't include the linked PCOs.

On the Change Order Request tab, you can link PCOs to the COR. The grid, which is read-only, displays the prime contract change order (PCCO) that each PCO is linked to.

  • A PCO can be linked to one COR at a time.
  • If a PCO is linked to a PCCO that's doesn't have the highest sequence number for the contract, the PCO can't be added to a COR.
  • If a PCO is linked to a COR, the PCO is visible in the record to all users regardless of the company that's associated with the PCO items.
  • On the PCO row, select Right arrow icon (Open).
  1. Select Add.
  2. In the Search dialog, select the checkbox for the PCO, and then select Select.
  1. Select the checkbox for the PCO.
  2. Select Remove.

In the Information panel, the Approved Days field automatically displays the total number of approved days from the linked PCOs. If this field is unlocked, you can enter a different number.

  • Select Locked icon (Locked) by the field.
  • Select Unlocked icon (Unlocked) by the field.

    • The field is recalculated automatically based on the linked PCOs.

  1. If the Approved Days field is locked, select Locked icon (Locked).
  2. In the field, enter the number.