Recording a Change Order
Record a change order as a budget edit: move the amount off one line and add a line for the change order.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Open the project and click the Budget tab.
Click Edit.
Lower the amount on the line the change order draws from.
Click Add an item, name the line for the change order and type its amount.
Click Save.
Before You Start
The project has a budget. The budget is the schedule of values, line by line.
You have the approved change order in hand, with its amount.
Step 1 — Open the Budget in Edit Mode
Budget tab, then Edit
Edit the budget when the contract changes: change an amount, add a line or remove a line. In edit mode each line has a remove control on the left, and Save and Cancel sit at the top right.
Step 2 — Move the Amount
Lower the line the change order draws from
Type the new Scheduled Amount on the line that gives up the money. In the sample, Interior Finishes drops from $5,200,000.00 to $5,000,000.00.
Add a line for the change order
Click Add an item at the foot of the budget. Name the line for the change order, such as CO1, and type the amount that moved. In the sample, CO1 is $200,000.00, so the Limit of $41,400,000.00 does not change.
Once a project has inspections, line names are locked so the history stays readable. You can still change amounts and add lines.
Step 3 — Save
Save keeps the edit in the history
Click Save. Every budget save is kept in the budget history, with who changed it and when. Cancel leaves the budget as it was.
Tips
DO
- •Name the new line after the change order number so reviewers can match it.
- •Check that the lines still add up to the Limit before you save.
- •Open Budget history after saving to confirm the edit is listed.
WATCH FOR
- •Line names cannot be edited once the project has inspections.
- •The commercial report prints one budget for now.
Troubleshooting
Commercial draw workflow
- Record a change order in the budget (this guide)
Next: Compare budget versions
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