Create, manage, and invoice construction Change Orders in ConstructionOnline™ to ensure absolute clarity on all changes made to a project's scope of work.
OBJECTIVE
To edit a Change Order in ConstructionOnline™
BACKGROUND
After building an Estimate and entering into a contract with a client, changes to the scope of work may still occur. With detailed, documented Change Orders managed in ConstructionOnline™, jobs progress seamlessly, potential disputes are mitigated, and profits are protected.
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
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Change Orders category
- Click anywhere on the desired Change Order
- This will open the Change Order Details window
- Make changes in the Details, Attachments, Notes, and/or Item Image tabs
- Change Order Details offer options for editing Change Order Name & Description, Markup & Price, and/or Assigned Resource(s).
- 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.
- Choose the Markup & Price tab within Change Order Details to edit Unit Cost, Quantity, Tax, and/or Markup for the selected Change Order.
- Under Markup & Price, users can also
- Enter Actuals for the selected Change Order
- Link Change Order Items to Estimate Items
- Under Markup & Price, users can also
- Choose Assigned Resource(s) to add/remove resources associated with the selected Change Order.
- Change Order Attachments can be added, removed, previewed, downloaded, or saved to the project in ConstructionOnline from the Attachments tab.
- Change Order Notes can be entered, edited, and/or removed from the Notes tab.
- 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.
- Images can be populated for the selected Change Order under the Item Image tab within Change Order Details.
- Change Order Details offer options for editing Change Order Name & Description, Markup & Price, and/or Assigned Resource(s).
- Once the selected Change Order has been edited, click "Save" to save the changes OR click "Save & Notify" to send e-mail notifications to ClientLink/TeamLink Users with permissions for Change Orders.
- TeamLink Users must be assigned to the Change Order to receive e-mail notifications.
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.
Want to revert an Approved or Rejected Change Order back to Pending? Click here for further instructions on how to Revert a Change Order.
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.