View Change Orders

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.

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:

• 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

Tip:

You can chat with the team members and the participants of the change order at any stage. Click the button on the top right. See Chat and collaborate on a CO  for more guidance.