View Change Order Summary

OBJECTIVE

To view a Change Order Summary in ConstructionOnline

BACKGROUND

The Change Order Summary allows you to view a concise breakdown of the Change Orders for a project, as well important information such as costs, time added and remaining balances.

THINGS TO CONSIDER

A Change Order must be shared via ClientLink for the client to be able to view/approve /reject

  • Company Users must be assigned to the project with full permissions to be able to view/edit/approve/reject
  • A Change Order will not be factored into the estimate until approved.

STEPS TO VIEW CHANGE ORDER SUMMARY

  1. Navigate to the desired project via the Left Sidebar
  2. Click on the Financials Tab
  3. Select the Financial Reports Category
  4. Select the Change Orders Tab at the top right of the reports box
  5. Choose one of the three Summaries and click Create:
    1. Change Order Summary by Status 
    2. Change Order Summary by Type 
    3. Change Order Summary by Reason
  6. Confirm the Project and Report Options
  7. Finalize by clicking Create
    1. A Report Preview will be generated in a new tab
    2. From here you can edit, save and/or download the contract

    SUPPORT 

    For additional information about Change Orders, contact UDA Technologies at 800-700-8321.