CORs, OCOs, and SCOs

The COR (Change Order Request), OCO (Owner Change Order), and SCO (Subcontractor Change Order) tabs all function similarly within Cost Management.

All change orders can be generated from the PCOs (Potential Change Orders) on the PCO tab. SCOs and RFQs can be also generated from the cost items.

The different change order types are related in that:

As a result, within Cost Management:

In this article:

Change Order Tabs Overview

The COR, OCO, and SCO tabs all function similarly within Cost Management, with only small differences. Note that tab names can be customized by project administrators within settings.

  1. The item's status automatically updates to Draft after a change order is generated from a PCO. See the Change Order Statuses article to learn more about change order management's statuses.

  2. Select the checkbox next to one or more change orders to change the status, generate next change order, or to delete a change order.

  3. Select the item’s name to open the flyout panel. In the flyout panel, selectable workflow-based actions will appear to guide you through the change order management process.

    For example:

    • When the COR status is Submitted, Set as Accepted and Set as Rejected, buttons are visible.
    • By selecting Set as Accepted, the status color changes, and the next options are Set as Rejected, Generate, and Revert to Submitted.
    • With the status Accepted, an OCO or an SCO can be generated.

  4. Click the More menu to set the status of the change order, generate or assign a change order, add markup or recalculate one, or delete the item.

  5. Click Export to create a change order report.

  6. Click this icon to show or hide change orders' hierarchy.

  7. Click the to filter and group the table.

  8. See the available predefined views of the table or save the current view of the table.

  9. Select the icon to edit the position and visibility of columns within the table.

Generate a Change Order

Important: Before you can generate COR, OCO, or SCO type change orders, a project administrator must create the respective document templates in the Project Admin module. See the Create and Manage Document Templates article to learn more.
Note: Make sure you have added or assigned a cost item to a PCO and your PCO has the Open status. See the Cost Items article to learn more.

You can generate CORs, OCOs, or SCOs from a PCO. To do that:

  1. Select the Change Order tool from the left navigation.

  2. Select the PCO tab.

  3. Select the checkbox for one or more PCOs.

    Note: If you haven't created a PCO yet, see the Potential Change Orders article to learn more about creating PCOs.

  4. Click Budget Change or Cost Change and choose the change order type.

  5. Enter a committed value if necessary. You can copy cost item amounts from another column.

    Tip: You can use a copy button on change order level as well.

  6. Click Generate.

Next, send a change order to owner or supplier.

Send a Change Order

Your generated change order will show in the adequate tab. Switch to the relevant tab and find newly created change order. Prepare a change request. To do that:

  1. Click the relevant change order item. The details panel opens.

  2. Set the status as Open.

  3. Enter a scope of work if necessary. For example, fill in information in the Owner or Supplier Details section, add a Response Due date.

  4. In the Documents section, create a document package and add more attachments as required.

  5. Once your change order is ready to send, click Submit.

  6. Check the information in the pop-up window. You can change them by closing this window and returning to the details panel of the change order.

    Tip: The owner contact from the PCO flyout is the default recipient. You can change the owner contact in the Company Setup setting.

  7. Click Send.

When a change order is in the:

Tip: You can change the way you work with change orders. To learn more, see the Collaborative Potential Change Order Workflow article.

How Owners Can Work with Change Orders?

Receive and Respond to Owner Change Order Email

In the change order workflow, an email will notify an owner of the change order for review, if they have a collaborate permission for change orders.

As an owner:

  1. Open the received email and select Open in Cost Management. When Cost Management opens, only the information pertaining to an owner will be visible.

  2. Click the change order name to open the details flyout panel.

  3. Scroll to review details, including any documents. When the collaborative access is assigned to an owner, you can review, accept, reject, or request a revision.

  4. Select Respond in the workflow bar.

  5. Review the Scope of Work and attached documents. To add attachments, select Add Document.

  6. Respond by clicking the drop-down in the Response section and selecting Approved, Revise and Resubmit, or Rejected.

  7. Include a comment before hitting Submit.

Once submitted, a general contractor will be notified.

Choose Change Order Type

When generating a change order (or later), you can choose its type for better categorization. Project administrators can add change order types or deactivate them in the Settings tool.

Owner Change Directive in Budget Payment Application

Construction Change Directives (CCD) are sometimes used when the price cannot or has not been agreed upon and approved but the work needs to continue, and costs are dealt with later. This can lead to scenarios where the contractor needs to bill for the work completed and the final value is still not known. Members can choose Owner Directive as the Change Order Type and for purposes of billing enter an estimated value in Approved.

As long as the OCO with CCD has a status of at least Open, it can be added to a budget payment application. To do so:

  1. Go to the Budget tool and switch to the Budget Payment Application tab.
  2. Select a line item from your change orders and select Add Change Order at the bottom of the SOV. In column mode, members can use the button in the flyout panel under Change Order Details.
  3. The Add Change Order box will appear, select the type of OCO.
  4. Once added it can be billed for this period.

As work continues, it might be required to re-estimate so the member can change the amount in the OCO. When you create a pay app for the next month, the scheduled amount will be updated accordingly.

Export a COR, OCO, or SCO Report

You can export a COR, OCO, or SCO report that will contain all details or a minimum number of them. To do so:

  1. Select the Change Order tool from the left navigation.

  2. Switch to the COR, OCO, or SCO tab.

  3. Click Export .

  4. Choose one of the following:

    • PDF Report – to export a report in a noneditable PDF format.
    • Excel Report – to export a report in an editable Excel format.

  5. Add the Report Title.

  6. Choose the Report Template:

    • Current View - you can export a report from the current view, for example with applied filters.
    • System Default Report – you can export a report with all default columns.

  7. Choose whether you want to include the Cost Item information in the report. By deselecting this option, you can export a report only with the minimum details.

  8. Add an optional message.

  9. Click Run report.

You’ll receive the report by email. You can also find and download it from the Reports tool.

Reports for Collaborative Access Users

Members with collaborative access are able to export reports from change order tables (PCO/RFQ/COR/OCO/SCO).

Note: The access rights to each table are determined by permission settings.

For the change order report, the system displays the corresponding cost items along with their amounts. For instance, RFQ reports include proposed amounts. However, the budget code and name are not visible in these reports.

Parent page: Change Orders