- 3 Minutes to read
View Change Orders
- 3 Minutes to read
The 'Boards' interface shows all project-pertinent change orders in which you are involved. The project managers of general contractors and subcontractors can perform the following actions from this interface.
General Contractor | Subcontractor |
Generate COs | Generate COs, provide their estimates and submit to GCs |
Add their estimates | Respond to bid requests from GCs |
Request bids from the subcontractors | Sign awarded change orders |
Review and accept bids | |
Close and obtain Owner's Approval | |
Get signatures from the stakeholders | |
Add the CO to the master schedule and assign jobs to the subcontractor(s) |
- The participants to work on the change orders are added at the company level.
- All users assigned with appropriate permissions to create, invite, maintain, approve, etc, can perform the respective actions in the change order module.
The Change Order - Boards interface:
- Open the project management console
- Click 'Change Order' on the top, then select 'Boards' from the left
The interface shows the project's change orders under various stages.
- Use the
buttons on the top right to switch between the list view and the grid view.
- Alternatively,
- Click 'Change orders' on top, then 'List' on the left, in the project management console to open the List view
List view:
The list view shows the change orders as a list with their details:
- CO No. - The serial number of the change order
- CO Title - The subject of the change order. Click the name to open the CO.
- CO Type - The classification of the CO based on its reason
- Trade - The subcontractor types involved in the change work
- Created On - Date at which the CO was generated
- Due By- The deadline date of the CO, before which it has to be closed. The date is shown with a color background for the COs that are overdue or the due date is imminent.
- Yellow - Due within this week
- Red - Overdue. The due date has passed.
- Priority- The criticality of the CO. The priority level is also indicated by color codes:
- Red - High
- Orange - Medium
- Blue - Low
- Created By - The contractor company that created the CO.
- Sequence - The category of the change order classified as per your company practices.
- CO subtype - The sub-classification of the CO based on its type.
- Specification code - The section in the project spec book related to the tasks and deliverables involved in the change work.
- Sheet code - The plan sheet reference to the change work
- Status - The current progress level of the CO, as per its workflow
- Contract type - Whether change order depends on the contract or commitment
Search and Filter options - Use the Find, Filter, and table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance on this.
Grid View
The grid view shows the COs as cards under different stages.
- Draft - The change orders created by you and yet to be routed.
- Awaiting Bids - Change orders for which you have invited bids from the subcontractors and awaiting their responses.
- Bids in Process - Change orders for which the subcontractors have submitted their responses and awaiting your review.
- Bids Closed - Change orders for which you have finalized the bids and awaiting owner approval and signatures
- Final Approval - Change orders that were approved, closed, and signed. These are available to add to the project schedule and commence the work.
Each card shows the at-a-glance details of the change order:
1 | - | The serial number of the Change Order. |
2 | - | The title of the CO. |
3 | - | Kind of the CO, whether it is 'Contract' or 'Commitment.' |
4 | - | The initiation date of the CO. |
5 | The criticality of the RFI. The priority is also indicated with color codes:
| |
6 | - | The contractor company that raised this CO. |
7 | - | The type of the CO, based on its reason. |
8 | - | The date within which the CO has to be closed. For COs that are due shortly and overdue, the due date is highlighted to indicate the criticality.
|
9 | - | The number of days remaining before the due date. For overdue COs, it shows the number of days past the due date.
|
10 | - | The trades involved in the change work. The tiles indicate the subcontractor types from whom the bids are invited. |
- Click a card to view its details and/or respond to:
See the following sections to know more:
- Create a contract change order
- Create a commitment change order
- Respond to bid requests
- Review and accept/reject bids
- Approve and close a change order
- Get owner approval
- Request Signatures
- Add your signature
- View and download closed change orders
- Add a change order to the project schedule
![](http://cdn.document360.io/85b2aedd-68b5-4e3c-88dd-7ddacb571715/Images/Documentation/co_chat_icon(1).png)