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 view displays the requested days for unlocked records and the approved days for locked records.
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.
- Enter a description for the COR.
- Click Create.
- 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.
- On the Change Order Request tab, add the PCOs.
- On the Contact Info tab, select the main company contacts.
This field isn't updated by the linked PCOs.
- Edit the description.
- Click Copy.
The new COR includes the details from the Information panel and the Contract Info tab but doesn't include the linked PCOs.
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.
- 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.
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.
- Click lock (Locked) by the field.
- Click lock_open (Unlocked) by the field.
The field is recalculated automatically based on the linked PCOs.
- If the Approved Days field is locked, click lock (Locked).
- In the field, enter the number.