Potential Change Order Business Rules

• Potential Change Orders can only be linked to Contract Change Orders once they are approved.
• Approved Change Orders can only be viewed. While the Action Items, Reference Links, and Attachments panels can be used, the values of an approved Potential Change Order cannot be edited.
• Approved Change Orders cannot be deleted
• Potential Change Orders can only be linked to a Contract Change Order once
• Potential Change Orders are specific to the Contract to which they are linked

Creating a Potential Change Order

To create a Potential Change Order:

1. Once logged into the project, from the project secondary navigation bar, select CHANGE  ORDERS - POTENTIAL CHANGE ORDERS.  From the log view, click the 'Add New' button.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see the CHANGE ORDERS form, select 'More' - 'Configure My Menu'. Add the CHANGE ORDERS form to your secondary navigation bar. See the screen shot below.
2. Enter the subject. This is a required field
3. Enter the PCO #
4. Contract Reference - Click the 'Choose' button and select the Contract that this Potential Change Order will be associated with.
5. Directive - If there is to be a Directive associated with this change, click the 'Choose' button and select the relevant Directive.
6. Item Breakdown - Use the Item Breakdown collection to add items associated with this change. Click the 'Add Item Breakdown' button and enter the following information. When completed, click the 'Add Item Breakdown' button or to add multiple line items, click the 'Add and New' button.
1. Scope - The description or scope of the change
2. Responsible Company - Enter the Company responsible for completing the item.
3. Estimated Revenue, Proposed Revenue, &  Approved Revenue
4. Proposed Cost & Approved Costs
5. Estimated Days, Proposed Days, & Approved Days
7. Inclusions, Exclusions, & Alternates - Use the 'Incls, Excls, & Alts tab to enter Inclusions, Exclusions, & Alternates that may be associated with this change.
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Creating a Potential Change Order

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Creating a Potential Change Order

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Helpful Screenshots