Change Order Status: Draft vs. Pending

ConstructionOnline provides powerful financial tools to ensure your business thrives. As anyone in the construction industry knows, Change Orders can quickly pile up and be tricky to keep track of. Change Order Management is a painful, yet crucial responsibility for successful Project Management. Use ConstructionOnline's Change Order Management tools to drastically simplify the process for your team.

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.

Draft Change Order

      • This Status is typically used for Change Orders that need to be recorded, but pricing or other details are not yet determined.
      • Draft Status means that Administrators and Company Users* can view, edit, or delete Change Orders.
      • Draft Change Orders will not be shared with ClientLink or TeamLink Users in the Portals
      • Draft Change Orders will not show the Estimate.
      • ConstructionOnline Invoices cannot be created for Draft Change Orders.
      • Draft Change Orders cannot be sent to QuickBooks.

Pending Change Order

      • Pending Change Orders will be visible to Administrators, Company Users*, ClientLink Users*, and TeamLink Users*.
      • Pending Change Orders are available for Approval/Rejection.
      • Pending Change Orders will show on the Estimate, but will not alter the Project total.
      • ConstructionOnline Invoices cannot be created for Pending Change Orders.
      • Pending Change Orders cannot be sent to QuickBooks.

    Rejected Change Order

        • Administrators, Company Users*, and ClientLink* users can Reject Change Orders in Pending Status.
        • Once Rejected, a Rejected Reason can be provided but a signature is not required.
        • Rejected Change Orders will show on the Estimate, but will not alter the Project total.
        • ConstructionOnline Invoices cannot be created for Rejected Change Orders.
        • Rejected Change Orders cannot be sent to QuickBooks.

    Approved Change Order

        • Administrators, Company Users*, and ClientLink Users* can Approve Change Orders in Pending Status.
        • When a Change Order is Approved by a ClientLink User, a signature is required. This signature can be printed on the Change Order Contract.
        • Approved Change Orders will show on the Estimate and be added to the Project total.
        • ConstructionOnline Invoices can be created for Approved Change Orders.
        • Approved Change Orders can be sent to QuickBooks.

    TIPS AND TRICKS

    HAVE MORE QUESTIONS?

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