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TC1 version
Change order requests (CORs)
A COR is used for tracking requests for changes to the original contract between the general contractor and the project owner. You can link multiple potential change orders (PCOs) to a COR.
On the Change Order Request tab, the banner displays:
- Amount - Requested: The total (Budget) Proposed Amount from the linked PCOs.
- Amount - Approved: The total (Budget) Approved Amount from the linked PCOs.
- Days - Requested: The total number of requested days from the Information panel.
- Days - Approved: The total number of approved days from the Information panel.
The Change Order Requests module displays the requested days for unlocked records and the approved days for locked records.
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- In the project menu, click Financials > Change Order Requests.
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You can create CORs that group multiple PCOs together and submit them to the owner for approval. In the Information panel of the COR, you can track several dates:
- Initiated Date: The date on which the COR is created.
- Required Date: The date by which a response or decision is needed for the COR.
- Completed Date: The date on which the COR is answered or completed.
- Notice to Proceed (NTP) Date: The date on which the work is scheduled to start.
- Executed Date: The date on which the legal document for the COR is signed.
- Field permissions aren't enforced in the Create dialog but are enforced in the full record.
- Required fields are marked with an asterisk.
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- On the navigation toolbar, click add_circle (Create).
- If autonumbering is off, enter the record number.
- In the Initiated Date field, enter or select a date.
- Enter a description for the COR.
- Click Create.
- In the Information panel, enter the record details.
- To change the workflow status, select an option from the list.
- In the Requested Days field, enter the number of additional days that are needed to complete the work in the change order.
- In the Reference field, enter any reference information such as a file or record.
- To add an assignment, click Add in the Assigned To section, select the name, and then set a due date.
- To add a courtesy copy, click Add in the Courtesy Copies section, and then select the name.
- On the Change Order Request tab, add the PCOs.
- On the Comments tab, enter a comment, click link (Links) to link items, and then click
(Send).
- On the Contact Info tab, select the main company contacts.
- To search for or create a company, click
(Search) in the company field.
- To add a contact, click the contact field, and then select or invite a contact.
- To set who has access to the COR, click group (Sharing), and then select an option.
- To link an item to the COR, click link (Links), click
(Add), and then select the item type.
- To save the changes and keep the COR open, click save (Save).
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This field isn't updated by the linked PCOs.
—Or—
To save the changes and close the COR, click arrow_back Done.
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- In the tile or list view, on the record, click more_horiz (More) > Copy.
- If autonumbering is off, enter the record number.
- In the Initiated Date field, enter or select a date.
- Edit the description.
- Click Copy.
—Or—
Open the record, and then click content_copy (Copy) on the navigation toolbar.
The new COR includes the details from the Information panel and the Contract Info tab but doesn't include the linked PCOs.
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On the Change Order Request tab, you can link PCOs to the COR. The grid, which is read-only, displays the prime contract change order (PCCO) that each PCO is linked to.
- A PCO can be linked to one COR at a time.
- If a PCO is linked to a PCCO that's doesn't have the highest sequence number for the contract, the PCO can't be added to a COR.
- If a PCO is linked to a COR, the PCO is visible in the record to all users regardless of the company that's associated with the PCO items.
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- On the PCO row, click chevron_right (Open).
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- Click Add.
- In the Search dialog, select the checkbox for the PCO, and then click Select.
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- Select the checkbox for the PCO.
- Click Remove.
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In the Information panel, the Approved Days field automatically displays the total number of approved days from the linked PCOs. If this field is unlocked, you can enter a different number.
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- Click lock (Locked) by the field.
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- Click lock_open (Unlocked) by the field.
The field is recalculated automatically based on the linked PCOs.
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- If the Approved Days field is locked, click lock (Locked).
- In the field, enter the number.