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 a reference, if any.
- Priority - The criticality of the change order as specified by the creator
- Sub Type - The subcategory 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 a contract change order or a commitment 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
- Click the
Search and filter options:
- Use the 'Search' box located at the top left to find any project using any value from the table as search criteria
- Right-click the column header and customize the display and order of the columns as you wish
- The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
View Groups and Subtotals
- You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the
icon at the top right to organize the data by column headers.
- The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
- Click the
button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.
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