Allocating a Change Order Amount

The Allocate Change Order page shows one change order at a time. If a contract has more than one change order, the next change order will display on the Allocate Change Order page after you save the first one.

To allocate a change order amount on the Allocate Change Order page:

Navigate to the Allocate Change Order Page
When a General Contractor creates a change order, a Schedule of Values Out of Balance section is generated on the Project Home Page for all affected Subcontractors.

To find the Allocate Change Orders page:
- Select the link in the system-generated email.
- Select the link from the Tasks page.
- Use the Required: Edit Schedule of Values link under the Schedule of Values Out of Balance section.
- Choose the Edit Schedule of Values link from the My Contract menu at the top of any page.
The Allocate Change Order page displays.
On the Allocate Change Order page, enter an amount in the Allocate column for each line impacted by the change order.
When you complete an entry, the amount displays in the Net Change By C/O total.
- When the Working Total in the Allocate column equals the Total, the allocation is complete.
- The Working Total amount matches the amount in the Allocate column heading.
Optional. Add an additional line.
1. Select the Add New Line button to add an additional line to the Schedule of Values for the change order.
2. In the Allocate column for the new line, enter the change order amount you would like to allocate.
  Note: The new line also requires a Phase Code and Description.
Select the Save Changes button.
A Status page confirms you allocated the change orders.

Next: Navigate to the Allocate Change Order Page