Prime contract change orders (PCCOs)

After a change order is approved, you can create a PCCO and link it to potential change orders (PCOs). A PCCO can increase the value of the prime contract or increase the number of days allotted for completing the scope of work described in the prime contract.

The PCCO includes a banner that displays:

  • Budget - Original contract: The original value of the contract.
  • Budget - Changes to date: The total applied budget from the previous PCCOs for the contract.
  • Budget - This change: The total applied budget from the current PCCO.
  • Budget - Contract to this CO: The original contract value plus the total applied budget from the previous PCCOs and the current PCCO.
  • Time - Original contract: The original substantial date of the contract.
  • Time - Changes to date: The total number of approved days from the previous PCCOs for the contract.
  • Time - This change: The number of approved days from the current PCCO.
  • Time - Contract to this CO: The original substantial date plus the total number of approved days from the previous PCCOs and the current PCCO.

The number of days in the Approved Days field and in the banner are calculated automatically when you link PCOs. You can also enter the number but it's overwritten by the calculated total if you link or remove a PCO. The total isn't recalculated if you change the number of approved days in a linked PCO or if you delete the linked PCO.

PCCOs for the same contract automatically have consecutive sequence numbers. You can manage PCOs and edit approved days only for the PCCO with the highest sequence number.

  • Click menu (Navigation) > Budget and Cost Management > Prime Contract Change Orders.

    • On the Budget and Cost Management tile of the project dashboard, you can also click chevron_right (Open) > Prime Contract Change Orders.

When you create a PCCO, you must select the contract that the change is associated with.

  • Field permissions aren't enforced in the Create dialog but are enforced in the full record.
  • Required fields are marked with an asterisk.
  1. On the navigation toolbar, click add_circle (Create).
  2. If autonumbering is off, enter the record number.
  3. From the Contract list, select the contract that the PCCO is for.
  4. In the Create Date field, enter or select a date.
  5. Enter a description for the PCCO.
  6. Click Create.
  7. In the Information panel, enter the record details.
    • To change the workflow status, select an option from the list.
      • Workflow field
    • NTP Date: The date that the work in the PCCO is scheduled to start or the date that the notice to proceed was issued.
    • Executed Date: The date that the legal documentation for the PCCO was signed and executed.
    • 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.

    The Amount Locked toggle is read-only. The amount becomes locked automatically when a new PCCO is created for the same contract.

  8. On the Prime Contract Change Order tab, add the PCOs.
  9. On the Comments tab, enter a comment, click link (Links) to link items, and then click Send icon (Send).
  10. On the Contact Information tab, enter the company and contact information.
    • To search for or create a company, click Search icon (Search) in the company field.
    • To search for or create a contact, click Search icon (Search) in the contact field, and then click Contact search icon (Contact Search).

    The To Company is a read-only field because it's always the same as the associated contract.

  11. To set who has access to the PCCO, click group , and then select an option.
  12. To link an item to the COR, click link (Links), click add (Add), and then select the item type.
  13. To save the changes and keep the PCCO open, click save (Save).

    14. —Or—

    To save the changes and close the PCCO, click arrow_back Done.

On the Prime Contract Change Order tab, you can add PCOs to link them to the PCCO, or you can add CORs to link their PCOs. The same COR can be added again to the PCCO to update the grid with new linked PCOs. However, if PCOs are removed from the COR and the COR is added again, the grid isn't updated.

  • A PCO can be linked to one PCCO at a time.
  • The (Budget) Applied amount from the PCO becomes the Budget Approved Amount in the PCCO.
  • If a PCO is linked to a PCCO, the PCO is visible in the record to all users regardless of the company that's associated with the PCO items.
  • On the PCO row, click chevron_right (Open).
  1. Click Add.
  2. In the Search dialog, select the checkbox for the PCO, and then click Select.
  1. Click Add COR.

    2. This option is only available for the PCCO with the highest sequence number for the contract.

  2. In the Search dialog, select the checkbox for the COR, and then click Select.

    3. The PCOs from the selected COR are added to the grid. In the selected COR, the PCCO number is added to the PCCO No. grid column.

    If PCOs are linked to the COR after it's selected in the PCCO, the new PCOs aren't added automatically to the grid in the PCCO. To update the grid, you can add the COR again.

  1. Select the checkbox for the PCO.
  2. Click Remove.