Edit a Change Order

OBJECTIVE

To edit a Change Order in ConstructionOnline

BACKGROUND

After building an Estimate and entering into a contract with your client, changes to the scope of work may still occur. By creating Change Orders, you can account for these changes as well as keep your project's accounting information accurate and on track.

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.
  • Change Orders will not be factored into the Estimate until Approved. 
  • Some fields are customizable, allowing you to add, edit, or remove items. These fields will be indicated by the gear icon

STEPS TO EDIT A CHANGE ORDER

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Change Orders category
  4. Click anywhere on the desired Change Order 
    1. This will open the Change Order Details window
  5. Make changes in the Details, Attachments, Notes, and/or Item Image tabs
    1. Change Order Details offer options for editing Change Order Name & Description, Markup & Price, and/or Assigned Resource(s). 
      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. 
      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 Assigned Resource(s) to add/remove resources associated with the selected Change Order. 
    2. Change Order Attachments can be added, removed, previewed, downloaded, or saved to the project in ConstructionOnline from the Attachments tab. 
    3. 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. 
    4. Images can be populated for the selected Change Order under the Item Image tab within Change Order Details. 
  6. Once the selected Change Order has been edited, click Save to save the changes OR click Save & Notify to send e-mails to ClientLink/TeamLink Users with permissions to Change Orders
    1. TeamLink Users must be assigned to the Change Order to receive e-mails. 

You can also right-click on a Change Order and select Edit Change Order.

TIPS AND TRICKS

  • To ensure your ClientLink and TeamLink Users can access Change Orders in the Portal, view Manage ClientLink/TeamLink Permissions.
  • Set Custom Project Permissions for Employees to control how Company Users are able to access and interact with Change Orders.
  • Only Approved Change Orders will show on the Estimate and be added to the Project total. Pending & Rejected Change Orders will show on the Estimate, but will not alter the Project total.
  • ConstructionOnline Invoices can only be created for Approved Change Orders.
  • Approved Change Orders can be sent to QuickBooks.

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.