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Change Order Request

Overview

Change order requests in eSUB are flexible and easy to create. Change order requests can be quoted as a lump sum, by cost bucket, or granularity up to individual line items. Approved change orders will automatically update the contract budget.

Change order request documents contain the following action icons:

Edit

Attach/View Attachments

Email/View Emails

View

Download as PDF

Add to Microsoft Outlook Calendar

Approve or Void

 

Table of Contents

Create change order

Select the project, then:

  1. Go to Create > Change order requests
  2. Enter the subject of the change order in the COR Subject field
  3. Select the recipient and sender contact in the COR Send To and COR Return To fields
  4. Select the desired work type in the Work Type drop-down menu:
      • Field Work Order/T&M
      • Price/Do Not Proceed
      • Price/Proceed
      • Work Under Protest
  5. (Optional) Select the desired COR Status, COR Date, Signature, Reservation of Rights setting and enter Days Valid in their respective fields
  6. (Optional) Complete the other fields as desired before adding line items

Jump to Create change order line item section, step 3, to continue.

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Create change order line item

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select the Edit (pencil) icon on the change order
  3. (Optional) If necessary, select Manage Line Items on the associated cost bucket to view collapsed line items
  4. Complete the fields for the line item from left-to-right
    • The Labor, Material, and Equipment fields will begin to populate items from your eSUB database when text is entered
    • If nothing exists in the database or if the item is not in the database, the user may manually type in the description
  5. (Optional) Select the desired System/Phase and Cost Code to be associated with the line item
  6. (Optional) Select Add Line under the desired cost bucket to add additional line items
  7. Select Save Data when finished

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Edit change order

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select the Edit (pencil) icon on the change order
  3. Make changes as needed
  4. Select Save Data

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Delete change order line item

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select the Edit (pencil) icon on the change order
  3. (Optional) If necessary, select Manage Line Items on the associated cost bucket to view collapsed line items
  4. Select the Delete (X) icon on the line item(s) to delete
  5. Select Save Data

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Approve or void change order

Batch approve/void change orders

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select Batch Approve CORs
  3. (Optional) Enter the desired date in the Approved Date field (Automatically populates with today’s date)
  4. Select the check-box in the UPDATE column for each change order that is to be updated
  5. (Optional) Enter a reference number in the Other Reference No field
  6. Enter the approved amount in the Approved Amount field for each change order
  7. Select the desired status from the COR Status drop-down menu for each change order
  8. Select Save Data

Approve/void single change order

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select the Approve or Void (stamp) icon on the change order
  3. Enter the approved amount in the Approved Amount field
  4. Select the desired status in the COR Status drop-down menu
  5. (Optional) Enter the desired date in the Action Date field (Automatically populates with today’s date)
  6. (Optional) Enter the desired reference number in the Other Reference No field
  7. Select Save Data

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Add mark up to change order

Mark ups may be added manually using the steps below, or added by default through Project Preferences.

Related Articles: How do I add a default mark up to change orders?

Select the project, then:

  1. Go to Logs > Change order requests
  2. Select the Edit (pencil) icon on the change order
  3. (Optional) If necessary, select Manage Line Items on the associated cost bucket to view collapsed line items
  4. Enter the desired percentage amount in the associated field for the desired cost bucket:
      • Hidden Mark up
      • Custom (Enabled via Company Preferences)
      • Gross Margin Percent
      • Overhead Percent
      • Bond Percent
  5. Select Save Data when finished

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Lump sum change order

Change orders in eSUB may have the price broken out in one of three levels:

  • Price breakout by a single lump sum
  • Price breakout by cost bucket/category
  • Price breakout by line item

Price breakout by a single lump sum

When creating or editing the change order, enter the desired price in the Sell Price field.

Edit COR Page View COR Page Result

Select the Edit (pencil) icon on the change order, then:

  1. Enter the change order total cost in the Sell Price field
  2. (Optional) Enter comments in the Sell Price Override Comments field
  3. Select Save Data

Example 1: Right-click and select View Image to view the example

Price breakout by price bucket/category

When creating or editing the change order, enter the desired prices for each cost bucket category in the price field on the respective cost bucket header.

Edit COR Page View COR Page Result

Select the Edit (pencil) icon on the change order, then:

  1. Enter the desired amounts in the header fields for the associated cost types:
    • Labor
    • Equipment
    • Material
    • Subcontractor
    • Overhead
    • Other
    • Small Tools Cost
  2. Select Save Data

 

Example 1: Right-click and select View Image to view the example

Price breakout by line item

Simply populate the change order with line items and refrain from entering a price in the Sell Price field and/or the price field on each cost bucket’s header.

Edit COR Page View COR Page Result

Follow the steps in the Create change order line item section.

Refrain from entering totals in the Sell Price field and the cost type header fields in order to allow line items to appear.

 

Example 1: Right-click and select View Image to view the example

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Rename change order

Change orders in eSUB may be renamed and customized to suit a variety of needs.

Related Articles: Change Order Request Form Customization

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