Change Orders

Jobsite> Change Orders

• To View or Add a Change Order, first select ‘Jobs’ from the top navigation bar, select ‘Jobs List’ from the drop down menu.

• Select any job and navigate to the ‘Change Orders’ page.

• Select  ‘Add New’ to create a new Change Order.

• A modal will appear to Add Notice to Proceed or to enter a Potential Change Order.

  • Change Order

  • Change Order Description

  • Check box to Include in Cost Projection

  • Change Type (select from drop-down menu)

    • Internal or External

  • Submission Amount

  • Contract ROM

  • Job Department (required)

  • Revenue Contract Item

• Change order statuses are now stored in Status Maps as Approved, Pending or Rejected and are added via Imports. 

• How the Import Works
  
  

  • For Change Orders the software auto maps certain Status to internal codes.

  • The system will assign the Change Order status to the Internal Status Type based on the Change Order Status IDs sent to us via Import / API.

  • For example, Each Status Code has an Internal Status Type and Meaning

  • Internal Status Types and Their Code Meanings:

    • approved

      • Change Order has been approved

        • A

        • Approved

    • rejected

      • Change order has been rejected

        • R

        • Rejected

      • Change order has been cancelled (treated as rejected)

        • C

        • Cancelled

    • pending

      • Change order is pending approval

        • Any other value

• Note: The Jobsite Change Orders are only tied to "Can View Sensitive" Permissions on Job, not the "Enable Projections" Setting. This can be set up on Admin>Organization>Permission Groups. Read about it here: Permissions