View Global Change Order Statistics

The Project Portfolio Change Order Report provides a statistical summary of change orders across the projects you manage. It categorizes change orders by status and criticality, offering a clear, structured view. The report also includes direct shortcuts to each project's Change Order module for quick access.

• General Contractors – Gain full visibility into all change orders (COs) across their projects, ensuring a comprehensive understanding of schedule and budget adjustments on each project.
• Subcontractors and Other Stakeholders – Can view statistics for COs where they are directly involved as creators, assignees, or approvers, across all their projects.

To view the portfolio change order report

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Budget' on the top, then select 'Change Order' on the left

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project - The name of the project. Click the name to open the 'Change Order' module of the respective project. See View Submittals for more details.
• Total Change Order Items - The grand total number of change orders pertaining to the project 
• Overdue - The number of change orders that are yet to be closed, but their due dates have past
• Status- Shows the breakdown of change orders based on their current statuses:
  • Open- The change orders that are created by you but are yet to be processed 
  • Waiting for Bids -  The change orders that are forwarded to the subcontractors and awaiting their cost estimates
  • Process Bids - The change orders whose cost estimates are awaiting processing by the GC 
  • Closed Bids - The change orders whose cost estimates are processed, accepted, and approved by the GC 
  • Routed to Owner - The change orders that are reviewed by the general contractor and awaiting approval from the owner 
  • Accepted - The change orders for which the subcontractors' work cost estimates have been processed and accepted by the GC but are yet to be finalized 
  • Owner Rejected - The change orders that are declined by the owner after the final cost is arrived
  • Rejected - The change orders that are declined by the general contractor.
• Priority - Shows the numbers of submittals with different criticality levels - 'High,' 'Medium,' and 'Low.'
• Change Order Type - Indicates whether the item is a contract change order or a commitment change order

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, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

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.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.