Create a Potential Change Order

Learn how to create a Potential Change Order (PCO) in Viewpoint Team.

Set your Project Financials settings prior to creating your first PCO. See Set PCO Defaults for a Project for more information.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Select the Project Financials tab, then select PCO Log.
    The PCO LOG grid view displays.
  3. Select the blue plus icon to create a PCO.
  4. (Required) Enter the Number, then select the Type from the drop down.
  5. (Optional) Enter a title for your PCO.
    Note: For connected Spectrum users, this field is overwritten by a Spectrum-generated value once the PCO is transferred to Spectrum.
  6. Once you're finished, select Save.
The PCO details page displays with the newly created change order.
Update the fields for your PCO. For information on each field, see PCO Fields. Once you have updated all necessary fields, you can transfer the PCO to your Viewpoint ERP.