Purpose
Ensure full control of all revenue related to client orders and change requests. It is important to make sure that the project is compensated for additional costs arising from changes initiated by subcontractors.
The cost of each Client Change Order must be allocated to the correct accounts/product codes so that the budget (cost price) is adjusted correctly. This ensures that both the revenue basis and the project’s final forecast always reflect an accurate financial picture.
🥅 Scope
In the Client Change Order menu, you can perform several actions. The most important ones are listed below and are described in more detail in the following sections:
Create Client Change Order
Edit Client Change Order
🤸 Actions
Below is a more detailed description of the available actions.
Create Client Change Order
To create a new Client Change Order, follow these steps:
Click “+ Client Change Order” in the top-right corner above the table.
A new window will open to create the change order.Fill in the following information:
Change name
Revision number and date
Group – select an existing group or create a new one
Markup percentage – automatically set based on the project standard, but can be adjusted if needed
Status – choose one of the following:
Notice
Claim
Approved
Rejected
Disputed
(Optional) Link a Subcontractor Change Order if the change is based on costs received from a subcontractor
Date sent – when the change order was sent to the client
Date responded – when the client responded
Description – a short explanation of the basis for the change
Add cost lines
For each cost line, specify the account/product code and cost price.
Click Save to complete the creation.
Edit Client Change Order
Not all information is always available when a Client Change Order is first created. In most cases, it will therefore need to be updated multiple times—for example, to change the status, amounts, or other details as the case progresses.
Click the pencil icon to the right of the change order name in the table.
The same dialog as when creating the change order will open.
Update the relevant fields.
Click Save to apply the changes.
Edit the change order by clicking the pencil icon that appears when hovering over the row.
💬 Questions?
Didn’t find what you were looking for? Contact us at [email protected].