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All Change Requests Lists - Bulk Actions - Contracts - New Change Order

Updated 11 hours ago by Customer Service

Bulk Actions - Contracts - New Change Order

Only Change Requests that are Approved can have Schedule of Values Line Item(s) created on a new Contract Change Order (see Change Request - Schedule of Values - Bulk Actions - Contract).

To create a new Contract Change Order and add the selected Change Request Schedule of Values Line Item(s) to that new Change Order:

If not already selected, access one of the Change Request Lists and select one or more Line Items, see All Change Request Lists - Bulk Actions - Select Line Items.
Note 1* Do not select any Line Items that have already been created on a Contract Change Order (i.e. the Contract column has a green check mark and a Contract Change Order displayed)
Note 2* Do not select any Line Items that don't belong to Approved Change Requests.
Click the Bulk Actions button.
Click the Contracts menu option.
Click here for more information on why the Contracts menu on the Bulk Actions Option may not be available

If the Contracts menu option is grayed out and not available:

One or more Line Items may have already been created on a Contract Change Order i.e. the Contract column has a green check mark and a Contract Change Order displayed.
OR
One or more Line Items selected may not be for an Approved Change Request.

Unselect those Line Items already created on a Contract Change Order then invoke the Contracts menu option.
Click the New Change Order option.
The New Contract Change Order form displays. (See Contract Change Order – Add - Form Layout and Navigation for more information on the layout).
The General component displays by default during the add but other Components can be switched to via the Form Navigation Menu Options.

Click here for steps on the Change Requests List

Click here for steps on the Contract - List of All Change Requests

View the Contract Change Order Schedule of Values by clicking on the Schedule of Values on the Form Navigation Menu Options on the New Contract Change Order form.
The Schedule of Values component for the Contract Change Order displays. (See Contract Change Order - Schedule of Values – Maintain when created from Change Request - Layout and Navigation for more information).
If there were Financial Markups on the Contract (which will also have been copied automatically to the Change Request), a message displays on both the Schedule of Values Component and Financial Markup Components, that there are uncopied financial markups from the Contract and are there is an option to copy them to this Contract Change Order. In the above example, there were Financial Markups on the Contract so the message is displayed.
The Accounting Method for this new Contract Change Order is automatically set to to the Accounting Method for the Change Request (and can't be changed as Line Items are added). See Schedule of Values - Accounting Method for more information.
The Schedule of Values is automatically populated with the Line Items that were selected on the Change Request Schedule of Values. They display with a blue asterisk before the Line Item # to indicate they were created from a Change Request.

Click here for more details on the information copied from Change Request Schedule of Values Line Items and what can be changed

The Sub Job (if used), the Cost Code and Cost Type are copied from the Change Request Schedule of Values Line Item and can not be changed. Note* The above example does not show Sub Jobs but if they were used they would display as the first column after the Line Number (see Sub Jobs - Overview).

The Description is copied but can be changed.

If the Accounting Method is Amount Based, the Revenue is copied to the Amount for the new Line Item (the Amount can be changed).

If the Accounting Method is Qty-Unit Based, the Quantity, Unit of Measure and Unit Price are copied to the new Line Item (the Quantity, Unit of Measure and Unit Price can be changed).

The Tax Code is copied but can be changed. (The Tax Amount is calculated by multiplying the Tax Code percent on the Amount or the Qty multiplied by the Unit Price).

NOTE 1 * Once a Line Item from a Change Request has been added to a Contract Change Order (and the Change Order and its Schedule of Values saved) the Change Request Schedule of Values Line Item will be linked with the Change Order and it can not be added to another Contract Change Order. The Line item can be deleted from the Contract Change Order and it will be automatically removed from the Line Item on the Change Request (i.e. it will no longer display in the Contract CO column for the Line Item, but the Line Item itself is not impacted. It can then added to a different Contract Change Order (see Contract Change Order - Schedule of Values - Delete Line Item).

NOTE 2* Even though the Line Items from the Change Request are displayed on the Change Order, this is a working session and the Change Order and its Schedule of Values must still be saved to save those Line Items.

To maintain the Line Items, see Contract Change Order - Schedule of Values - Maintain when Line Items added from Change Requests for more information.
Add or modify other Contract Change Order information (see More Information below).
OR
Click the Save button (at the top or bottom of the form) to save the New Contract Change Order.
Click here for more information on the Save function.
This saves the new Contract Change Order including any information on the General, Schedule of Values and Financial Markups Components.
This list the function was invoked from displays. See Next Steps below.
OR
Click the Save & Email button (at the top or bottom of the form) to save the Contract Change Order and email it.
Click here for more information on the Save and Email function.
This saves the new Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally can include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts.

If this option is chosen, the Email Contract Change Order form displays, see Email Contract Change Order.
OR
Click the Close button (at the top or bottom of the form) to close the form without saving the Contract Change Order.
Click here for more information on the Close function.
If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.

If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.

Click the Cancel button to cancel the Close action and return to the Contract Change Order View/Edit form (see the steps above)
OR
Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Contract Change Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.