Managing Change Orders

Select Change Orders from the  (Project Menu) to access the Change Orders Log page. All of the items are automatically logged and categorized by Draft, Issued, Acknowledged, Pending Comments (In Discussion), Pending Complete, Completed, Archived and Deleted.

How do I create a new Change Order?

1. Select the  icon at the upper right of the window.

2. The Add Change Order page will be displayed with several fields for you to fill out.

3. If the associated Contract uses a Schedule of Values then you will be prompted to select which Section in the SOV you'd like this Change Order to appear in.

4. Click the  button at the bottom of the page once you have filled out the fields.

5. The Change Order will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the  button is clicked.

6. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

1. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
2. Select the desired files and then select the Open button.
3. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
4. Select the Close Window icon (X) in the upper right.

7. The Change Order is still in DRAFT mode, and now lists any attachments added.

8. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the Change Order, followed by Save Information.

9. The Change Order is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

10. Perform a final review of the Change Order and if anything needs revising you can click the  button and make any necessary changes.

11. Once you are ready to distribute, click the  button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Change Order (and any attachments) to that e-mail.

12. Alternatively, you can click the  button to open the Change Order up for discussion among other Users on the Project.

How do I make a Change Order show in the Schedule of Values and be available on Pay Apps?

1. If the Contract that the Change Order is associated with uses a Schedule of Values then you would have selected the Section from the Schedule of Values that you'd like this Change Order to appear.

2. Once you have created your Change Order, you can create Items within it by clicking the + icon to the right of the Items header. An Add Item window will be displayed.

1. Enter the name and value of the specific Item.
2. Click the  button at the bottom of the page once you have filled out the fields.

3. These Items will now appear on the Schedule of Value for each Pay App.

How do I initiate discussion on a Change Order?

1. While still in Draft mode, the Creator will have the option to  allowing other people to weigh in with their comments.

2. You can then  where you can select up to 3 additional project team members to enter comments of their own.

3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.

How do I add a comment to a Change Order?

1. Once it has entered a "Pending Comments" status, anyone who was selected as one of the comment users will now see  which will allow them to enter their comment.

2. Clicking that button will then show a textbox for the user to enter their Comments.

3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.

How do I close the discussion on a Change Order?

1. The Creator will have the option to  at any point during this comment phase which will block users from posting new comments.

2. The Creator will again have the option to  again if necessary.

Who can perform what actions at each status?

    Draft

• Entered By can or

    Issued

• Action By can

• Any Contract Admin can

    Pending Comments

• Comment Users can

• Entered By can or