Tasks > Change Orders > View Change Order List

Use internal change orders to forecast budgets by adding or subtracting from individual cost codes based on actual expenditures and future predictions or move money from one cost code to another. (This will change Profit but not contract amount)

Changes > Change Orders 

Internal CO Tasks > Create Internal CO

Add or subtract to any item you need to adjust and add an explanation to create an audit trail.

Click Save and click Return to Change Order List.

To view affect on overhead and profit, print the budget report. Click on Reports > under the Accounting column > Budgets, click on Budget Report. Below is an example.

Changes > Change Orders

Internal CO Tasks > Create Internal CO

Click on Add Item Cost.

Scroll the list on the left, click on the cost cod you want to add to the project. Click the >> to move it to the Items Being Added column and click Save Cost Items.

Price the new bid item ($ will pull from overhead and profit) and click Save.

An email screen opens to notify the Accountant of the added cost item. You can click to Send Accountant Notification or to Do Not Send.

Your message was sent. Go to Award Subs to assign any .S cost codes to the appropriate Subcontractor. Click Return to Change Orders.

Changes > Change Orders 

Internal CO Tasks > Create Internal CO

Click on Add Item Cost.

Click Add Duplicate Cost Item.

Select the item to duplicate.

Type in the New Duplicate Name and click Save.

Click Save Cost Items.

Price the new bid item ($ will pull from overhead and profit) and click Save.

An email screen opens to notify the Accountant of the added cost item. You can click to Send Accountant Notification or to Do Not Send.

Your message was sent. Go to Award Subs to assign any .S cost codes to the appropriate Subcontractor. Click Return to Change Orders.

From the Global Dashboard, on the left side menu, click on Changes > Change Orders.

Select one of the recently viewed projects to open or click the HERE link to go to projects list page and select a project there.

Sub CO Tasks > Terminate Sub with Contract

Select Sub from Drop Down List

Enter change amount. This is a negative number (current contract amount less what you will pay them in total)

Click on the blue Terminate checked bid items for the name of the Subcontractor button. Click OK.

Approve change order to complete termination.

INSERT IMAGE HERE

Check appropriate box > Sub CO Tasks > Sign Checked Sub Change order

Check box to notify subcontractor > I agree > OK > Close Window

After the change order has been completed, you can do one or both of the following:

• Obtain Subcontractor pricing for completion of the scope of work through a Subcontractor RFP.
• Award the new Subcontractor a subcontract and complete the Subcontract process.