Review a Change Order

When a change order is submitted on a project, and you are the Partner In-Charge, you will receive an action item on your Home page requesting that the Change Order be reviewed. You can also access the document on the Change Order Search page.

To review a change order:

  1. Click on the Project that contains the Change Order in you Action Itemslist.

The Action Items list expands.

Tip: Documents requiring your review will be labeled "Review Required" after the document title.

  1. Click the Action Item.

The Change Order Edit page displays.

Note: Any documents linked to the Change Order will display in the Linked Documents section.

  1. Review the Change Order, and any attachments or comments entered by the Contract Administrator.
  2. Complete any additional fields:
  1. Attachments
  2. Linked Documents
  3. Private Comments
  1. To action the Change Order, select one of action buttons from the top toolbar:
  1. If there is missing or incorrect information:
    • Enter a comment addressing the reason for returning the Change Order.
    • Click . For more information, see Return a Document.
Who's next?
Contract Administrator to review and submit the Change Order. For more information, see Submit a Change Order
What's next?

A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Change Order. For more information, see Issue a Document.
Who's next?
If Require Approval Workflow setting is off: General Contractor Project Manager to review and acknowledge the Change Order. For more information, see Acknowledge a Change Order.
If Require Approval Workflow setting is on: Owner's Project Manager to review and approve the Change Order. For more information, see Approve a Change Order
What's next?

A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Change Order to issue or edit later. For more information, see Save a Document.