Home > SI Documentation (v14) > User Guide > Projects > Project Explorer > Change Orders > Creating Change Orders

Creating Change Orders

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Once a Project is marked as approved, any additions or deletions must take place on a Change Order.

 

In this example we demonstrate creating a Change Order by deleting an item. A similar process also happens if you choose to add items to an approved Project.

 

  1. Open an approved Project. Notice that on an approved Project there is an "Approved" column for all of the items:

 

approved items.jpg

 

  1. Select an item or items and choose to delete them from the Project.The following message will display if none of the items being deleted have accessories.

 

delete no accessories.jpg
 

 

If any of the items being marked for deletion have Accessories a dialog will open:

 

delete project items.jpg

 

 

The default is to mark the Accessories for deletion on the Change order. If you would like to not mark any of the Accessories for deletion, you have the option to convert them to "stand-alone" items in the project if you end up approving the Change Order and their parent item is deleted.

 

convert option.jpg

 

  1. Click [Yes]. If there are no existing Change Orders, you will be prompted to create one:

 

create co prompt.jpg

 

Note: If there is at least one existing pending Change Order for the Project then you will be prompted to either select an existing Change Order or you can also create a new pending Change Order on the dialog:

 

existing co.jpg

 

  1. If you click [Yes] on the prompt to create a new Change Order the following interface will open:

 

new change order.jpg

 

If you wish to change the name you can and you can also add any notes. You must also choose whether or not this is an External or an Internal Change Order.

 

External - This option assumes that the changes are "client requested" and the price of the Project is expected to change when the Change order is approved.

Internal - This option assumes that the changes are "engineering" changes. If you choose this option, when you add items to the approved Project you will get a prompt asking if you would like to mark the items as "Non-Billable" to avoid changing the price of the Project if the Change Order is approved.

 

add items.jpg

 

Note: There is also a Project Setting to always mark items as "Non-Billable" so you don't get prompted for each addition.

 

  1. Click [Save] and the Change Order will be created.

 

You will be prompted to select a Change Order when any additional additions/deletions to the approved Project after the first Change Order is created. From this interface you can also choose to create a new Change Order rather than add to an existing Change Order:

 

choose existing or new.jpg

Marking Items for Deletion

 

When you choose to delete an item from an approved Project, the item is only "marked for deletion" vs. being deleted from the Project. They display with an X next to them and all the fields display with a strike-through:

 

marked for deletion.jpg

 

Only when a Change Order is approved will the items actually be deleted from the Project.

 

You can have the same items "marked for deletion" on multiple Change Orders at a time if needed. You can view which Change Orders an item is "marked for deletion" on via the CO Deleted Number(s) column on the Change Orders Layout.

 

co deleted numbers.jpg

Undelete

 

There is now an Undelete function that can be used to remove an item marked for deletion on a Change Order. Just select the item and click the [Undelete] button:

 

undelete.jpg

 

undelete items.jpg

 

Adding Items

 

When you add items to an approved Project, if there are no pending Change Orders you will be prompted to create one:

 

create co prompt.jpg

 

If you click [Yes], the following dialog will open:

 

new change order.jpg

 

Note: If there is at least one existing pending Change Order for the Project then you will be prompted to either select an existing Change Order or you can also create a new pending Change Order on the dialog:

 

add to existing change order.jpg

 

Once the items have been added to a pending Change Order they display in the Project Editor with a + next to them and the text is green:

added items.jpg

 

 

You can view to which Change Order an item was added to via the CO Number column on the Change Orders Layout.

 

co number column.jpg

Allowances

 

If there is at least one Allowance in your approved Project, once you choose to add the items to a pending Change Order you will be prompted whether or not to add the items to an Allowance. Items add to an Allowance will not change the price of the approved Project.

 

allowance prompt.jpg

 

You will then be prompted to choose an existing Allowance:

 

allowance dialog.jpg

 

You can filter to which of the Allowances in the Project are still "Within Budget" or "Overbudget":

 

filters.jpg

Change Order Specific Settings

 

For every pending Change Order you can change the following settings if needed: Taxes, Labor Rates (Phases), Price Adjustments, Misc. Items, and Scope of Work.

Change Order Filter

 

You can use the Change Order Filter to decide what items display in the Project Editor. By default all approved items in the project and all of the items on pending Change Orders display.

 

co filter.jpg

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