Effortlessly Manage Project Changes: A Step-by-Step Guide to Creating Change Orders in Your Schedule of Values
Head over to the invoicing module and to the "Schedule of Values" tab. Then, open the SOV for which you would like to create a Change Order:
Note: You can only create a change order for an SOV in Approved status.
Once inside the SOV page, click on "Create change order" on the top right corner of the screen. Be careful! This action is irreversible and will put the status of the SOV back into "Draft".
Fill out the description, quantities, units of measures, and unit prices. Add as many lines as required and delete extra lines. Alternatively, you can upload a CSV file in the template we provide by clicking on "Import CSV" in the top right corner.
Once all lines of the change order are properly filled out, the Total Value of the SOV updates to the sum of the base contract and all change orders.
If you created your SOV for subcontractor approval, the "Send" button will become available. Clicking "Send" will send the updated SOV and CO to your subcontractor for review. The status will change to "Sub needs review".
If you created the SOV for storage, the "Approve" button will be available instead, letting you approve the CO without going back to the subcontractor. The status will change to "Approved".
