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Print a Change Order Summary from the ClientLink™ Portal

Generate a comprehensive summary of your construction project's change orders

BACKGROUND

ConstructionOnline's ClientLink™ Portal keeps you connected with your builder and provides you with immediate, up-to-date information on your project's progress at all times. Within the Portal, you can easily view important financial information, such as any change orders for your project. For added visibility & documentation, you can generate a "Change Order Summary" from the Portal containing an overview of the total change orders for the project, the adjusted contract price, and the added time for your construction project.

PREREQUISITES

  • To gain access to your Project in the ClientLink Portal, you must first accept the email initiation sent from your builder. 
    • Once your account has been activated, you can log in to the ClientLink Portal at any time to access your project information.

STEPS TO PRINT A CHANGE ORDER SUMMARY FROM THE PORTAL

  1. Within the desired Project, select the Financials tab and choose the Change Orders category. 
  2. Locate the Documents section, then hover over the Change Order Summary icon.

    create change order summary button
  3. Click the blue Create button to generate the Change Order Summary. 
    1. The Change Order Summary will open in a new browser tab for you to Share (via email), Save (to your ConstructionOnline Files), Download (as PDF), Edit (in built-in text editor), or Print.

ADDITIONAL INFORMATION

  • Access to specific project features may vary based on individual builders' permission settings. If you aren't able to access the Change Orders feature or print a Change Order Summary, contact your builder directly. 
  • Mobile App: ClientLink Users cannot print Change Order Summaries from the CO™ Mobile App. 

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) by ClientLink Users can be found in the article FAQ: ClientLink. 
  • 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 more options.