Creating a Subcontract Change Order for Subcontractors

To create a subcontract change order (SCO) for a Sub-Tier:

Navigate to the Change Orders Page
- From the My Contract menu at the top of any project page, select the My Change Orders link to go to the My Change Orders tab of the Change Orders page.
- From the Subcontracts menu at the top of any project page, select the Subcontract Change Orders link to go to the Subcontract Change Orders tab of the Change Orders page. This option is only available if you are a Prime Subcontractor with on-system Sub-Tier Subcontractors working for you on the project.
From the Subcontract Change Order tab, select the +Add... button.
An Add Subcontract Change Order dialog box displays.
In the dialog box, choose a contract from the drop-down, and select the Next button.
The dialog box closes and the Contract Maintenance page displays.
From the Contract Maintenance page, select the Change Order button.
A dialog box displays.
In the dialog box, enter information in all available fields.
Optional. Select the Hidden Change Order option to modify the Original Scheduled Value and Contract Sum to Date column in a project's Schedule of Values (SoV).
Hidden change orders:
- Do not appear in the Net Change by Change Order column
- Are not identified as a change order-related value on invoice (pay application) documents
- Cannot be un-hidden later.
Select the Save Changes button.
The dialog box closes and the Contract Maintenance page shows the Change Orders tab.

The table on the page includes:
- A C/O created in Session button with the change order amount.
- A C/O Adjustment column displayed in red.
Optional. Add a new line if the change order includes work not itemized in the contract.
1. Select the Add New Component button.
  A new line appears.
2. Select the Phase Code column for the new line, and then select the Find button.
  A dialog box displays.
3. In the dialog box, select a component to link to the subcontract cost code.
  The dialog box closes, and the Phase Code and Description fields automatically display information pulled from the selected component. You can change the description.
4. Enter a Subcontract Item.
In the C/O Adjustment column, enter the amount to pay the Subcontractor for each line impacted by the change order.
- SCOs that create a new component automatically allocate the new component to Sub-Tier SoV (as a single line-item).
- SCOs that change existing components require a Sub-Tier to allocate the change order.
- The total displayed under the C/O Adjustment column must match the total amount of the change order.
Select Save Changes.
- A Status page confirms the contract changes have been saved.
- The application sends an email to Project Managers in the Sub-Tier organization, informing them them that a change order was added.
- A task to allocate the change order displays on the Sub-Tier's Project Home, Draw Home, and Tasks pages.
- If the contract uses the Specified SoV setting, you will allocate the subcontract change order in place of the Sub-Tier. You will see a project task and receive an email prompting you to allocate funds.
- If you created the change order in error, you can delete it before it is allocated.

Next: Uploading a Change Order Document