OBJECTIVE
To Approve or Reject a Change Order for a Client in ConstructionOnline.
BACKGROUND
Change orders must be Approved before being factored into the Estimate. Clients can access and Approve/Reject Change Orders via the Portal. In addition, Company Users assigned to the Project with permission to View, Edit, or Delete Change Orders can also Approve/Reject them on behalf of the Client.
THINGS TO CONSIDER
- Company Users assigned to the Project must have permission to be able to create, edit, delete, or Approve/Reject Change Orders.
- ClientLink Users assigned to the Project must have permission to be able to view and Approve/Reject Change Orders.
- TeamLink Users assigned to the Project must have permission to be able to view Change Orders in which they're a designated Resource.
- Change Orders will not be factored into the Estimate until Approved.
STEPS TO APPROVE/REJECT A CHANGE ORDER FOR A CLIENT
A. Via the Change Orders Overview pane:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Change Orders category
- Click anywhere on the desired Change Order
- This will open the Change Order Details window
- In the bottom left of the window, click the green Thumbs Up to Approve or the red Thumbs Down to Reject the Change Order
- This will open the Approve/Reject Change Order window
- Depending on your selection, click Approve or Reject to confirm your choice
- If Rejecting, you can enter a Reason for Rejection in the textbox
B. Via the Change Order Details pane:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Change Orders category
- Scroll down to Change Order Details
- Locate the desired Pending Change Order
- Pending Change Orders will have a yellow header
- Click the green Thumbs Up to Approve or the red Thumbs Down to Reject the Change Order
- This will open the Approve/Reject Change Order window
- Depending on your selection, click Approve or Reject to confirm your choice
- If Rejecting, you can enter a Reason for Rejection in the textbox
TIPS AND TRICKS
- To ensure your ClientLink and TeamLink Users can access Change Orders in the Portal, view Manage ClientLink/TeamLink Permissions.
- Set Custom Project Permissions for Employees to control how Company Users are able to access and interact with Change Orders.
- Only Approved Change Orders will show on the Estimate and be added to the Project total. Pending & Rejected Change Orders will show on the Estimate, but will not alter the Project total.
- Modifying the Markup & Price of a Change Order that has already been Approved or Rejected will revert the Change Order back to Pending status. To do this, Edit the Change Order, enter your Markup & Price changes, and select Save & Revert.
HAVE MORE QUESTIONS?
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