About Pending Change Order Document Types

When creating a pending change order (PCO), you must select a PCO type.

PCO types allow you to categorize the PCO and define what default values apply, for example what the change order is impacting and if add-ons apply, how it is priced, how it impacts projections, and what dates need to be tracked.

When setting up PCO types, select Pending Change Order in the Document Category drop down. Only these document types can be assigned to a pending change order.

The following are examples of PCO types that you might want to create:

  • ICO (Initial Change Order Request) – These change orders are initiated by the owner, architect, or engineer. There can be several items on a proposed change order, each one requiring a separate quote.

  • RCO (Request for Change Order) – These change orders are typically requested by the contractor, subcontractor, or supplier, when there has been an error or omission in the original plan, time extensions due to inclement weather, or delivery problems with a specified manufacturer.

  • FO (Field Order) – These change orders are generally initiated on the job site by the contractor or architect, when an item needs to be executed immediately to avoid holding up the progress of the project. Dollar amounts for FO's can be decided immediately or negotiated at a later date. FO's are generally approved and assigned to an approved change order after the specified work has been completed.

There are several fields on this form that only apply to pending change orders.

  • Include in JC Projections – Controls whether cost and revenue projections will include pending change orders with the specified document type. More

  • Pricing Method, Budget, Subcontract, Purchase Order, and Contract - The selection in these fields determines the default value of these fields when creating a new PCO of this document type in PM Pending Change Orders. For example, if a certain PCO document type always affects the budget and contract of a project, check the Budgetand Contract checkboxes. When a PCO of that type is created, by default the budget and contract of the project will be affected. The selection in these fields only defines the default value, which means users will be able to change this value if it doesn't apply.

Note: Click in one of these fields and press F1 for more information.

  • Pending Change Order Dates – This section is used to assign headings to the three user-defined date fields displayed at the header level for pending change orders (PM Change Orders, Pending tab and PM Pending Change Orders, Info tab). In addition, for each date field, you must specify whether to show/hide the field.

  • Pending Change Order Item Dates – Controls the headings of the user-defined date fields displayed at the item level for pending change orders (in PM Pending Change Orders, Items). In addition, for each date field, you must specify whether to show/hide the field.