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Manage Change Orders on Commitment Progress Claims

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Background

You can now manually select which change orders to include on your progress claims. While previous versions added these items automatically or through a bulk Add function, this update gives more granular control over change orders on progress claims by allowing you to manually review and select which items to add or remove .

Things to Consider

  • Required User Permissions: 

    • Admin' level permissions on the project's Commitment Invoicing tool.

  • When creating a new progress claim, any change orders that were previously approved or are currently pending-billable will be included automatically.

  • The system automatically adds Approved or Billable change orders to your next progress claim.

  • You can manually add a change order:

    • if it is Approved or Billable.

    • if it has been updated after the progress claim was created.

    • if it has not been included on a previous progress claim in the same commitment.

  • You cannot delete change orders that were carried forward from a previous progress claim.

  • To remove change orders, you must first move Approved or Paid progress claims back to Draft status.

Prerequisites

  • Create a Commitment Progress Claim.

  • Make sure the commitment has available change orders (COs).

  • The change orders must be in an Approved or Billable status.

  • You must have an existing progress claim created in the Commitment Invoicing tool.

Steps

Add Change Orders to a Progress Claim

  1. Navigate to the project's Commitment Invoicing tool.

  2. Click Edit next to the commitment.

  3. Click the Progress Claims tab.

  4. Click View next to the progress claim.

  5. Click Review & Add Change Orders.

  6. Select the specific change orders you want to add, or check 'all' to add them at once.

  7. Click Add. 

Note: A banner confirms you added the change orders.

Remove Change Orders from a Progress Claim

  1. Navigate to the project's Commitment Invoicing tool.

  2. Click the Progress Claims tab.

  3. Click Edit next to the progress claim.

  4. Locate the change order you want to remove.

  5. Click Delete. 

Note:

  • You can only remove change orders in Edit mode.

  • The icon to delete Change Orders is only visible when grouping includes Commitment Change Orders.

Remove a Newly Added Change Order

  1. In the Change Orders section of the draft progress claim, locate the item you want to remove.

  2. Uncheck the change order.

  3. Click Save to update the progress claim totals.

Note: Deleting a change order returns it to the Review and Add Change Orders list for future use.

See Also