Submit a Change Order

Submitting a change order is an optional additional step in the Change Order work flow that requires all change orders be submitted to the Partner in Charge prior to issuance. Only Contract Administrators can submit a change order.

Note: The submit workflow step requires additional configuration of the project.

To submit a change order:

1. On the Home page, Select a Project on which to submit a change order.

The Project details display on the Home page.

2. From the Construction menu, select Change Order.

The Change Order Search page displays.

3. Click .

The Change Order Submit page displays.

4. Complete the necessary fields:

General

1. Required: Select the Contract.

2. Required: Select the Document to Issue.

   Note: The document number is automatically populated in sequence based on the Project and Contract selected.

3. Enter the Title.

4. Enter the Change in Contract Time The Change in Contract Time is the time impact (days, weeks, months, etc.) that the change in scope will create in the project schedule., as a time-frame (1 day, 3 weeks, 2 months, etc.).

   Note: The Change in Contract Time will automatically populate if the Change Order was created from a Change which had the Time Impact field populated.
   

5. Optional: Using the Date Picker, enter the Original Substantial Completion Date The Required By date the Change documents when pricing is required..
6. Optional: Using the Date Picker, enter the New Substantial Completion Date The Required By date the Change documents when pricing is required..
7. Using the Rich Text Editor, enter any Remarks.

   

   Tip: If there is a change associated with this Change Order, you can import the description from the Change by clicking on Import Change Description button.

Associated Changes and Change Directives

Note:  A Change or Change Directive can only be associated with one Change Order.

Note:  Only Closed Changes will display on Associated Changes section.

• To attach a Change or Change Directive to this Change Order, click Add.
• To remove a Change or Change Directive to this Change Order, click Remove.

  

Note: When a document is associated, a cross reference is made between the Change Order and the associated document. The value of the associated documents is automatically included in the Change Order value.

Value

Onware automatically calculates and displays the contract values. For more information, see Value Onware automatically calculates and displays the original contract value and any previous Changes for the contract. You can overwrite these fields, if required. Based on any associated Changes and Change Directives in a Change Order, the value of the Changes will be calculated on the Change Order and the Revised Contract amount. Taxes: Based on all of the values, Onware calculates and displays the taxes, as entered on the project. You can overwrite the tax field, if required..

5. Complete any additional fields:
   1. Attachments
   2. Linked Documents
   3. Private Comments

6. To action the Change Order, select one of the action buttons from the top toolbar: