Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create Potential Change Orders, users will need View permissions for Change Orders
Are there any potential changes to the scope of work or specifications of a construction project that are identified before the change order is actually approved and executed? Document them using our Potential Change Orders (PCO) feature. This allows you to track and manage any possible changes to the project and ensure that they are properly reviewed and approved before they become actual change orders.
Add Potential Change Order
Note: Potential Change Order function almost identically to Change Orders.
Go to the "Potential Change Orders" tab beside "Change Orders"
2. Click "Add PCO"
3. Fill out the necessary information and required fields.
4. Click the Save button to create a draft and for the "Enter Breakdown Information" field to show.
4. Once a potential change order is complete, click "Submit for Review".
Note: Like a Change Order the user can Add Response, Cancel PCO, Close or Update.
Transitioning a Potential Change Order into a Change Order
Once you have received approval for a Potential Change Order and you want to make it into an actual Change Order, you can do this in your Change Order tab.
Select "+ Add CO" to begin creating a new Change Order.
Fill in the basic details for your new Change Order (Title, Recipients, Assignee), and then Save your new Change Order.
*Remember to always save the basic information on your PCO or CO in order to enter the information breakdown
After saving the CO, you can now reference your Potential Change Order to transition it into a Change Order
You will receive the following message. All data from your Potential Change Order will now replace what is in your new Change Order.
Once you "OK" this, your new Change Order will be created, and your Potential Change Order will be transitioned.