Create New Change Orders in the ConstructionOnline™ Mobile App

Quickly add Change Orders on the go with CO Mobile

BACKGROUND

Change Orders allow teams to track modifications, manage costs, and maintain accurate project records. The ConstructionOnline mobile app lets you create and update Change Orders directly from your mobile device, ensuring your project information stays up to date wherever you are. 

HOW TO CREATE CHANGE ORDERS IN CONSTRUCTIONONLINE MOBILE

1. Open the ConstructionOnline Mobile App on your device.
2. Click Change Orders under the Financials section in your Tools dashboard. 
   
   
3. Select the desired Project from your Projects list. 
   1. This will open all Change Orders associated with the selected Project.
4. Press the orange (+) button in the bottom right corner of your screen.   
5. This will open the "New Change Order" window where you can enter information about the Change Order, including - 
   1. Details
      
      1. Change Order Name: Give the Change Order an official title for easy reference. This field is required. 
      2. Subtitle: Enter a secondary title or short description. 
      3. Number: The number assigned to the Change Order for organizational purposes. 
         1. ConstructionOnline assigns a sequential number by default, reflecting the total number of previously created Change Orders. However, the number can be changed or deleted. 
      4. G.C Change Order #: Provide the general contractor's assigned number for the Change Order. 
      5. Submitted Date: Indicate the date the Change Order is created or submitted. 
      6. Approval Due Date: Set the date by which approval is required. 
      7. Description: Enter a detailed explanation of the change being requested. 
      8. Assigned Resources: Choose the Contact(s) responsible for the Change Order. 
      9. Change Reason: Provide the reason for the change (e.g., scope modification, unforeseen conditions, etc.). 
      10. Type: Select the category of change (e.g., Sub Scope Change, Owner Change, etc.). 
      11. Trade: Indicate the specific trade affected by this Change Order. 
      12. Item Webpage: Link to the related item or product online, if applicable. 
      13. Added Workdays: Enter the number of additional days added to the project schedule due to this change. 
   2. Price
      1. Change Order Method
         
         1. Lump Sum: The total cost for the Change Order as a single amount. 
         2. Detailed: An itemized breakdown of costs associated with the change. 
      2. Client Price
         
         1. Line Items: Specific components, tasks, or materials included in the Change Order with associated costs. 
            1. Clicking a line item reveals additional details, including Cost Code, Taxes, and Markups applied. 
   3. Status
      1. Draft: The Change Order is in progress and will not be visible to any ClientLink Contacts.
      2. Pending Approval: The Change Order will be visible and is ready for approval. 
   4. Files & Photos: Upload any attachments pertinent to the Change Order.

ADDITIONAL INFORMATION

• Subscription Level: ConstructionOnline's Change Order feature is available for all companies with active ConstructionOnline subscriptions.
• Permissions:  Company Users must have "Can Create, Edit, & Delete" Change Orders permissions to create a Change Order. 

HAVE MORE QUESTIONS? 

• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.