Duplicate a Change Order

Experience faster Change Order management with the ability to duplicate Change Orders in ConstructionOnline.

OBJECTIVE

To duplicate a Change Order in ConstructionOnline.

BACKGROUND

In the fast-paced construction industry, the ability to create and manage Change Orders is crucial. ConstructionOnline streamlines the process of managing Change Orders by allowing users to quickly duplicate existing Change Orders to a specified Project location.

THINGS TO KNOW

  • Company Employees must have Change Order permissions set to Can Create, Edit, & Delete in order to duplicate change orders.
  • TeamLink and ClientLink users cannot duplicate Change Orders. 
  • When a Change Order is duplicated, the duplicate Change Order is always set as Pending. 
  • Electronic signatures from Approved Change Orders are removed in the duplicate Change Order.
  • Change Orders cannot be duplicated using the ConstructionOnline Mobile App.

STEPS TO DUPLICATE A CHANGE ORDER

  1. Navigate to the desired Project using the Left Sidebar.
  2. Select the Financials tab and choose the Change Orders category.
  3. Scroll down to the Change Orders Overview pane and locate the Change Order that needs to be duplicated.
  4. Right-click on the specified Change Order.
  5. Select the option to Duplicate Change Order
  6. Once the Duplicate Change Order window opens, enter information for the following fields:
     
    1. Choose Destination Project: the location of the duplicated Change Order.
    2. Change Order Name: the name of the duplicated Change Order. 
      1. By default, it is set as: Copy of “the original Change Order name”.
    3. Mark the checkboxes to maintain existing Change Order details such as:
      1. Keep existing Due Date
      2. Keep existing assigned resources
      3. Keep existing markup & price data
      4. Keep existing attachments
  7. Click the blue Duplicate button.
    1. If the Change Order was duplicated within the existing project, it will appear in both your Change Orders Overview and Change Order Details. 
    2. If the Change Order was duplicated to a different project location, click the Go To Change Order pop up when it appears at the bottom of your screen.

ALTERNATIVE ACCESS POINT

  • You can also use the Change Order Details pane to duplicate Change Orders!
      1. Navigate to the desired Project using the Left Sidebar.
      2. Select the Financials tab and choose the Change Orders category.
      3. Scroll down to the Change Orders Details pane and locate the Change Order card that needs to be duplicated.
      4. Right-click on the specified Change Order card.
      5. Follow steps 5 -7 as listed above.

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or contact UDA support for additional options.