Adding General Subcontract Change Order Information

When you create a subcontract change order, you need to add the approved cost amounts for each PCO item in the SCO.

To add other information for a subcontract change order

1. On the Subcontract Change Orders form, click the General Information tab.
2. Enter the following information:
• To Company: The company name or code at the general contractor receiving the subcontract change order.
• Date*: The date the SCO was created.
• Approved Amount: The total amount approved for all PCOs.
• Approved Days: The number of extra days in which the subcontractor to complete the work described in the change order.
• Approved for Budget: Select this check box to indicate that the SCO is approved for budget.
• Notice to Proceed: The date on which the work described in the SCO is scheduled to start, or the date when the notice to proceed was issued.
• Executed Date: The date on which the legal documentation for the SCO was signed and executed.
• Category: The category for the SCO, such as design changes, bulletin, owner directive, or box conditions.
• Status: The status of the SCO, such as approved, in negotiation or pending.
3. Click Add Link.

The Potential CO Items Search window appears.

4. Select the CO items that you want to link, and then click .

The following information appears in the grid:

• PCO Number: The number of the associated PCO.
• Item Number: The item number of the associated PCO.
• Description: The description of the associated PCO.
• Budget Code: The budget code to which cost of the PCO item is applied.
• Cost Allocation: The cost allocation applied to the PCO item.
• Cost Applied Quantity: The number of items needed for the PCO item.
• Cost Applied Unit Price: The cost amount applied per one item.
• Cost Applied Amount: The cost amount applied to the budget for the PCO item.
• Quote Due Date: The date the quote for the cost of the PCO item is due.
• Quote Received Date: The date the quote for the proposed amount the PCO item was received.
• Quote Reference: The numbers or names of any files, or documents for the quote received from the contractor.
• Notes: Any addition notes related to the PCO item.
• Task: The tasks assigned from the schedule to the PCO item.
• Delete: If you select a row for deletion, this check box is selected, and the row is deleted when you save the record.

*This field is required.

• To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also