Removing or Deleting Change Items from the Register
Question: How can I get rid of a Change Item if I no longer want it? When I delete it…
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Tag Archive: Change Order Process
Finding When a Change Item Was Billed on a Project SOV
Question: We “Get COs” to merge Change Items (CIs) from our Change Orders onto our SOV workbooks. Sometimes we need…
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Automatic Markup of Change Order CI Budget Entries
Did You Know? You can set up one or more markup percentages for the Budget Entries on CO Change Items,…
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February 2023: A Focus on Owner Change Orders
Open Google Slides of this Presentation View Recording of this Presentation A Focus on Owner Change Orders If you have…
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KBA-01838: Default Account Category in Manual Self Perform CI Budgets
Question: On my Owner Change Orders, when I enter budget entries for my CIs (Change Items), I manually enter many…
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Posting a CO without Changing Item Statuses
Request: We have noticed that when we post revenue or expenses on an Owner Change Order, the statuses of all…
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KBA-01805: Project Not Eligible for Change Orders
Question: When I try to approve a Change Order, I get the following message. How can I fix things in…
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Unapproving or Deleting Posted Change Orders
Question: We made a mistake on a Change Order that was accidentally approved. Is there a way to change the…
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October 2019 – Labor, Allocations and Markups, Oh My!
Open Google Slides of this Presentation View Recording of this Presentation Labor, Allocations and Markups, Oh My! If you are…
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Information Copied From RFI to (Proposed) CO
Did You Know? When you create a Change Order or a Proposed CO document from an RFI document, certain information…
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