How do I convert a Change Order Request to a Change Order?
While it is not possible to convert a Change Order Request to a Change Order, you can import a Change Order Request into a Change Order. To do so, Create a new CO, then select from the Drop Down, Add Items to Change Order and Select, "Import from COR." This gives you a list of COR's for that Project. Select the one(s) you want to import into that co. and Select "Add."
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Can my clients create change order request from the portal?
Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...
How do I import Work Order items into a Change Order Request or Change Order?
Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.
How do I cross reference to an RFI in Change Order Request?
In the COR Record there is a Field to Enter the Associated RFI #. Using this, cross referencing can be done between an RFI and a Change Order Request.
Modifying a Change Order
Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...
Adding a New Change Order
Adding a New Change Order In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as things like contractors ...