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What is the Group field on a change order used for?

Group is a free-text field for sorting change orders, for example those to be passed on to the client versus your own deviations, or per building and phase.

Group is a free-text field on Change Order Sub, Change Order Client and Counter Claim that you use to sort change orders in the way that suits the project. A common use is to separate change orders that will be passed on to the client from your own deviations that cannot be passed on, or to group by building, construction phase or tenant.

How to use Group

  1. Open or create the change order.

  2. Type a new group in the Group field, or choose an existing one from the drop-down menu. A new group is saved and appears in the menu next time.

  3. Save.

  4. In the change order table, you can now group and filter by the Group column.

The top of a change order. 1: the Group field, where you collect change orders into groups. 2: the Number field.

Examples of groups

  • «To client» and «Own deviation»

  • Building A, building B, or construction phase 1 and 2

  • «Expected change» for change orders you know are coming but that have not been approved

  • «Option» for options that have been exercised as a change order

Good to know

You can change the group on many change orders at once by clicking Edit above the change order table.

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