Edit a Change Order

Manage Change Order details, payments, attachments, notes, and images easily with ConstructionOnline™

BACKGROUND

Designed to protect construction companies' bottom lines, ConstructionOnline's change order software offers Company Users powerful, easy-to-use solutions for creating & managing online change orders. 

With detailed documentation in mind, ConstructionOnline™ Change Orders contain fields where Company Users can document and organize change order information including costs and payment data, item and material order/delivery dates, files and photos, and more. 

In the event that any change order information needs to be updated, ConstructionOnline™ provides flexible options for quick and easy modification. 

This article contains the following sections: 

1. Step-by-step instructions 
2. Video walkthrough
3. Additional information

STEPS TO EDIT A CHANGE ORDER

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Financials tab and choose the Change Orders category.
3. From the Change Orders Overview pane, click anywhere on the desired Change Order to open the Change Order Details window. 
4. Make changes in the Details, Payment, Attachments, Notes, and/or Item Image tabs with consideration to the following details:
   1. The tabs and fields available to edit vary based on the Status of the Change Order. 
   2. Depending on the Status of the Change Order, the Details tab offers options for editing Change Order Name & Description, Markup & Price, Assigned Resource(s), and/or Order/Delivery Dates. 
      1. Choose the Name & Description tab within Change Order Details to edit Change Order Name, Number, Description, Due Date, and other general information pertaining to the selected Change Order. 
         1. An additional Reason for Rejection field is available for "Rejected" Change Orders to document any notes related to why the Change Order was rejected. 
         2. Custom Fields are designated by a gear icon. Custom Fields allow Company Users to customize the units that populate within these fields by adding new units, editing existing ones, or removing units. 
      2. Choose the Markup & Price tab within Change Order Details to edit Unit Cost, Quantity, Tax, and/or Markup for the selected Change Order. 
         1. Under Markup & Price, users can also 
            1. Enter Actuals for the selected Change Order
            2. Link Change Order Items to Estimate Items
      3. Choose the Assigned Resource(s) tab to add/remove Resources associated with the selected Change Order. 
      4. Choose the Order/Delivery Dates tab to enter the dates that item and/or materials related to the change order were ordered and/or delivered, as well as set the order/delivery status. 
         1. This tab is only available for "Approved" Change Orders.  
   3. Change Order Payments can be recorded within the Payment tab.
      1. This tab is only available for "Approved" Change Orders. Find more information of recording/editing Change Order payments here. 
   4. Change Order Attachments can be added, removed, previewed, downloaded, or saved to the project in ConstructionOnline™ from the Attachments tab. 
   5. Change Order Notes can be entered, edited, and/or removed from the Notes tab. 
      1. Pro Tip: Use the "Insert Time Stamp" option for Change Order Notes to automatically populate the specific date and time of Notes entry. Time Stamps cannot be retroactively populated. 
   6. Item Images can be populated for the selected Change Order under the Item Image tab within Change Order Details. 
5. To finalize edits to the selected Change Order, click the blue "Save" button OR click the "Save & Notify" button to finalize edits and send email notifications.

VIDEO WALKTHROUGH 

Please Note: This video tutorial displays edits to some of the fields available for a Pending Change Order. You can find more information in the step-by-step instructions above regarding what fields are available for Change Orders with different Statuses.

ADDITIONAL INFORMATION

• The Change Order Details window can also be accessed by right-clicking on the desired Change Order and selecting "Edit Change Order" from the dropdown menu. 
• Only "Approved" Change Orders will show on the Project's Estimate and be added to the Project Total.
  • "Pending" & "Rejected" Change Orders will show on the Estimate, but will not alter the Project total.
• Change Orders must be marked as "Approved" in order to create a ConstructionOnline™ Invoice as well as be sent to QuickBooks. 
  • Learn more about Approving/Rejecting Change Orders here.
• Permissions: ConstructionOnline™ Company Users must have Change Orders permissions set to "Can Create, Edit, & Delete" to edit existing Change Orders. 
  • ClientLink™ Users cannot edit Change Orders; however, depending on their Change Orders permissions, they may be able to "view, approve, and/or reject Pending Change Orders." Additionally, their permissions may be further customized to: 
    
    • Receive Change Order email notifications 
    • Only show users the Change Orders they're assigned to 
    • Show Ordered/Delivered information for Change Orders 
  • TeamLink™ Users cannot edit Change Orders; however, depending on the Change Orders permissions, they may be able to "view Change Orders they're assigned to." Additionally, their permissions may be further customized so that they can receive Change Order email notifications.
• Mobile App: Change Orders can be edited through the CO™ Mobile App. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Change Orders can be found in the article FAQ: Change Orders. 
• 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.