Vendor Change Orders

If you are working on a work package and you would like to request a change in the work package actions, you can request a change order by using the Request Change Order task. After you have submitted a change order it will be reviewed by the employer, who will decide whether or not to approve it.

Note : When you request a change order, you are creating a new action item within a work package. You cannot request a change order by editing an existing action.

Employer Change Orders

The employer can also submit change orders. You should periodically review current change orders to see if any new change orders have been submitted by the employer.

Requesting and Reviewing Change Orders

You can review the status of change orders that you have submitted as well as change orders that have been submitted by the employer. You review change orders using the View Change Orders task.

To request a change order:

1. Select the Contract / Request Change Order task.

   Note : Alternately, employers can access the Request Change Orders task from the Management Console - Adjust task found under the Execute process. From the Adjust tab, you select a project and then the work package that has the action you are requesting a change for.

2. If needed, in the Filter console, select criteria to limit the list of work packages shown, and click Show.
   The work packages associated with the selected project are displayed.
3. In the Select Work Package panel, select a work package.
4. In the Request Change Order form, enter the field values for the new change order action.
5. Click Save to request this new action as a change order.

   Note : The change order that you just requested is not visible in this view. To review the change order you just created, see the procedure below.

To review existing change orders :

1. Select the Contract/View Change Orders task.
2. If needed, in the Filter console, select criteria to limit the list of work packages shown, and click Show.
   The work packages associated with the selected project are displayed.
3. Select a work package.
   The Work Package Change Orders panel shows the change order actions for the selected work package. These actions include any Vendor change order requests as well as Employer change orders.
4. To see details for the change order, select View in the row for the change order.
   The View Change Order form shows details for the change order.
5. Check the Action Item Status of each change order to see if the change order has been approved.