Change Orders

Upon receiving the link to the client COR screen, clients are given the option to either approve or decline the COR. Once they select their preference, a popup will appear for them to enter their Change Order Number, Approved Change Order Amount, Name of the person approving these changes, The change order description as they want to see it on the pay applications, and their digital signature. Clients may also attach their Change Order document or any other relevant supporting documents.

When the COR is approved, a new Change Order will be automatically created for the project and will be reflected on the schedule of values and pay applications. However, clients who opt not to use the client portal may still submit their Change Order through alternative means, and in such cases, the Change Order will be manually created.

Create a Change Order (CO)

1. From your Contract Project, navigate to the Changes tab and select Change Orders
2. Click the Add to Project button and select Change Orders
3. Enter the client’s Change Order number
4. Enter the Change Order Date
5. Enter the client Change Order Amount
6. Enter the Name of the client contact issuing the change order
7. Enter the Change Order billing description. This is how this Change Order will appear on the Schedule of Values and Pay Applications
8. Enter a description of the changes to this project.
9. In the Change Order Details, click the “+” Add button and select any Change Order Requests associated with the Change Order.