Create a Change Order Overview

Easily generate a rundown detailing how construction change orders impact project cost & progress with ConstructionOnline's Change Order Overview report

BACKGROUND

ConstructionOnline™—the industry's leading construction management software platform—provides construction pros with powerful change order management tools that improve project communication, organization, and documentation.

Company Users can not only create, manage, and store detailed construction change orders within ConstructionOnline™, but can also generate customized reports based on change order information. 

With the Change Order Overview, Company Users can generate a professional, print-ready rundown of how change orders will affect the project's contract price and total duration, which can be easily shared with the project team, clients, or other stakeholders. 

This article contains the following sections: 

1. Step-by-step instructions
2. Sample report
3. Additional information 

STEPS TO CREATE A CHANGE ORDER OVERVIEW

Company Users can create Change Order Overviews from two convenient locations in ConstructionOnline™: 

A. From the Financial Reports category:

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Financials tab and choose the Financial Reports category.
3. Click the Change Orders tab in the top right of the Financial Reports pane.
   
   
4. Hover over the Change Order Overview report and click the blue "Create" button to begin creating your report.  
   
   
5. Within the Change Order Overview window, choose from the following details to customize your report:
   
   1. Within the Choose Estimate tab: 
      1. Project
         1. Choose the Project you would like to generate the Change Order Overview from
            1. The current Project is selected by default. 
            2. Use the dropdown menu to select any other individual ConstructionOnline™ Project.
      2. Report Options
         1. Choose from other customization options by selecting or deselecting the ☑️ check mark beside the report option. Other Change Order Overview report options include: 
            
            ☑️ Include Added Cost Summary - Populates the dollar amounts for Initial Contract Price, Accepted Change Orders, and Total Project Cost in a table format
            ☑️ Include Added Time Summary - Populates the Initial Project Duration, Added Time, and Total Project Duration (in number of workdays) in a table format 
            ☑️ Include Pending & Rejected Change Orders - Populates the individual and total dollar amounts for any Pending & Rejected Change Orders in a table format
            ☑️ Include Paid vs. Remaining - Populates the dollar amount for Accepted Change Orders, the Total Paid by Client, and Total Remaining Balance in a table format
   2. Within the Default Text tab:
      1. Choose to insert any Default Text Block into the Change Order Overview. Select from Default Text Blocks already saved to the Company Account, or create new Default Text Blocks directly from within the Change Order Overview modal.

         1. Upper Default Text: Text will appear above the main document content.

            b. Lower Default Text: Text will appear below the main document content. 

   3. Within the Header & Footer tab:
      
      1. Default Header & Footer Settings will apply for companies with Pro or Team Plans. 
      2. Companies with Business or Enterprise Plans can choose to apply custom Header & Footer sets to the document.  
         1. Headers & Footers are managed at the Company level. 
         2. To manage Header & Footer sets, click on the Manage Header & Footer Sets hyperlinked text.
6. Finalize the details of your Change Order Overview by clicking the blue
    "Create" button.
   1. The Change Order Overview will open in a new browser tab for you to Share (via email), Save (to ConstructionOnline™ Files), Download (as PDF), Edit (in built-in text editor), or Print.
      
      

B. From the Change Orders category:

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Financials tab and choose the Change Orders category.
3. Within the Change Orders Overview pane, locate and click the printer icon 🖨️with "Print Change Order Overview" hyperlinked text located within the Filters widget. 
   
   
4. Follow Steps 5 & 6 above. 

ADDITIONAL INFORMATION 

• Change Order Overviews can be generated from ConstructionOnline™ Projects and Project Templates. 
• Change Order Overviews, as well as other reports & documents generated in ConstructionOnline™, can include the company's logo or letterhead. Company logo & letterhead preferences can be managed from within the Company Settings and are applied company-wide. 
• Permissions: ConstructionOnline™ Company Users must have Change Orders permissions set to "Can View" or "Can Create, Edit, & Delete" to have access to Change Order Reports, including the Change Order Overview report. 
  • ClientLink™ and TeamLink™ Users cannot create Change Order Overviews. 
• Mobile App: ConstructionOnline™ Reports, including Change Order Overviews, cannot be created using the CO™ Mobile App. Creation of reports & documents is exclusively accessible via browser access to ConstructionOnline™ . 
  • Change Order Overviews, as well as other reports & documents, are otherwise accessible for viewing, sharing, and/or downloading using the CO™ Mobile App.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Change Orders can be found in the FAQ: Change Orders article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options