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…
Read more
Tag Archive: Change Order Process
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,…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
KBA-01747: Merge Vendor CCO
Question: How can I combine several CCOs for specific Commitments into combined CCOs so I can process just one amended…
Read more