Add a Potential Change Order to a Change

After you have submitted a change with estimates, you can add potential change orders to it.

To add a potential change order to a change:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Contracts and Commitments, and then select Changes.
  3. On the Changes page, select a change.
  4. On the Estimates tab, find the estimate for which you want to add a potential change order.
  5. Select the Context menu, and then select Add Potential Change Order.

    You can also do this from the Actions menu, but then you will have to specify the associated agreement.

  6. In the Add Potential Change Order dialog box, enter information about the potential change order and select Add.
  7. In the potential change order record, enter any additional information you want to include about the PCO.

    If you want the user who receives the PCO to respond in a particular way or with specific information, you can add response requirements. In the Actions menu, select View Response Requirements. In the Response Requirements dialog box, add response requirements for the PCO.

  8. On the General tab, in the Actions menu, select Submit Potential Change Order.
  9. In the Submit Potential Change Order dialog box, in the Notify Users field, select all users who you want to be notified of the PCO submission.
  10. In the Due Date field, enter the date by which all proposals related to the PCO are due.
  11. Select Submit.

Tips