View and Download Completed COs

Modified on Wed, 27 Nov at 2:32 AM

The 'Completed Change Orders' interface shows closed and distributed change orders pertaining to a project.

Owner/General contractor - List of all closed COs approved and awarded to respective contractors
Subcontractor - List of COs awarded to their company

You can download a PDF version of any completed CO from this interface.

To view and download change orders

Open the management console of the project
Click the app launcher then select 'Finance.'
Click 'Change Order' on the top, then choose 'Completed' on the left

The list shows the completed change orders with their details:

CO No. - The serial number of the change order
Title - The subject of the change order.
W/O Sequence Type - The category of the change order as per company level classification
Created On - The date when the change order was added.
CompletedOn - The date of closure and distribution of the change order.
Total cost ($) - The cost incurred by the change work in US dollars.
CO Type - The category of the change order.
Sheet Name - The plan sheet attached as reference, if any.
Priority - The criticality of the change order as specified by the creator
Sub Type - The sub category of the change order, based on the category chosen under 'Type.'
Specification Code - The section in the project spec book related to the tasks and deliverables involved in the change work.
Due date - The date on or before which the change order should have been approved and closed.
Contract Type - Whether the change order is contract change order or commitement change order.
PDF- View/download the Change Order document as a PDF file.
- Click the icon to view the CO. The PDF version opens in a new browser tab
- Click the icon to download the PDF file

Search and filter options:
Use the 'Search' box located at the top left to find a CO using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views