Filter Change Orders

Organize & manage construction change orders with ease using ConstructionOnline's Change Order Filters

BACKGROUND

Within the industry-leading software for construction change order management, construction change orders can easily be created, tracked, organized, and invoiced in one cloud-based location: ConstructionOnline™. 

Once stored in ConstructionOnline™, construction change order information is made easily accessible through flexible dashboards, views, and filters. 

Within both the Details and Summary views for Change Orders, ConstructionOnline™ offers Company Users six different Filter options they can use to quickly find, organize, and manage their change order information. 

This article contains the following sections: 

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

STEPS TO FILTER CHANGE ORDERS

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Financials tab and choose the Change Order category.
3. Within the Details or Summary view in the Change Orders Overview pane, expand the Filters widget by clicking the gray arrow next to the word "Filters".
   
   1. The Filters widget is located directly beneath the green (+) Add New Change Order button. 
4. Choose your desired Filters from the respective dropdown menus: 
   
   1. Due Date: Filters Change Orders by Due Date
      
      1. ConstructionOnline™ filters Due Dates to include "All" dates by default.
      2. To select a specific date or date range you can either click into the Due Date field and: 
         1. Select one of the preloaded Date Ranges from the Date Range dropdown menu. Preloaded options include: Custom, Today, Yesterday, Last 30 Days, Last 90 Days, This Month, Last Month, Last Year, Year to Date, and All. 
            
            OR
            
            
         2. Choose the "Custom" option from the Date Range dropdown menu and select a custom date range by either typing the desired dates into the Start Date and End Date fields or selecting the desired dates from the calendars below.
            1. Dates selected from the calendars will automatically populate to the Start Date and End Date fields. 
      3. Finalize your Date or Date Range by clicking the blue "Apply" button. 
   2. Assigned Resource: Filters Change Orders by the Assigned Resource 
      1. ConstructionOnline™ filters Change Orders to include "All" Assigned Resources by default.
      2. Select one Assigned Resource to filter Change Orders by from the dropdown list of Company Contacts. 
         1. All Company Contacts appear within the Assigned Resource dropdown list in alphabetical order after the "None Assigned" and current user ("Me") options. 
   3. Change Reason: Filters Change Orders by the established Change Reason
      1. ConstructionOnline™ filters Change Orders to include "All" Change Reasons by default.
         1. All Change Reason Units—both preloaded and custom—from the Change Reasons list populate in the dropdown list.
         2. Change Reason Units can be managed when editing a Change Order.
   4. Change Type: Filters Change Orders by the Change Type
      1. ConstructionOnline™ filters Change Orders to include "All" Change Types by default.
         
         1. All Change Type Units—both preloaded and custom—from the Change Type list populate in the dropdown list.
         2. Change Type Units can be managed when editing a Change Order.
   5. Trade: Filters Change Orders by the assigned Trade
      1. ConstructionOnline™ filters Change Orders to include "All" Trades by default.
      2. Select one Trade to filter Change Orders by from the dropdown list. 
         1. All Trade Units—both preloaded and custom—from the Trades list populate in the dropdown list.
         2. Trade Units can be managed from multiple features within ConstructionOnline™.
   6. Cost Code: Filters Change Orders by the attached Cost Code 
      1. If Cost Codes have been assigned to the Project, you can type the desired Cost Code(s) into the Cost Code field and select them from the dropdown menu to add as a Filter. 
      2. A "Cost codes are not assigned to this project" message will appear within the Cost Code field if Cost Codes have not been assigned to the Project. 
         1. Cost Codes can be assigned through the Project Details modal.
5. Filters are applied automatically to both views (Details & Summary) and both panes (Change Orders Overview & Change Order Details) as selected. 
   1. Applied Filters will appear as tags next to the "Filters" heading within the Filters widget. 
      1. To clear individual Filters, click the "X" next to the Filter you wish to remove. 
      2. To clear ALL Filters, click the red "X Clear Filters" button at the top righthand of the widget. 
6. Click the gray arrow next to the word "Filters" to hide the Filters widget once your choices have been finalized.

VIDEO WALKTHROUGH

Please Note: This video tutorial shows how to filter Change Orders by Due Date and Change Reason. See the step-by-step instructions above for more information on the six Filter options available to you.

ADDITIONAL INFORMATION

• Filters are user-specific and persist when navigating away from the Change Orders feature. 
• Permissions: Any ConstructionOnline™ Company User with Change Order permissions set to "Can View" or "Can Create, Edit, or Delete" can access Change Order Filter options. 
  • ClientLink™ and TeamLink™ Users do not have access to Change Order Filter options.

• Mobile App: Change Orders can be filtered by Change Order Status (All, Approved, Rejected, Pending, or Draft) within the CO™ Mobile App.
  • Other Change Order Filter options detailed within this article are exclusively available through browser access to ConstructionOnline™.

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.