{"id":959,"date":"2023-10-31T13:27:50","date_gmt":"2023-10-31T13:27:50","guid":{"rendered":"https:\/\/www.projectpro365.com\/user-guide\/?p=959"},"modified":"2025-04-14T07:34:41","modified_gmt":"2025-04-14T07:34:41","slug":"change-orders-in-progress-billing","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/standard\/progress-billing\/change-orders-in-progress-billing\/","title":{"rendered":"Ch 03 – Change Orders in Progress Billing"},"content":{"rendered":"

Contents<\/b><\/p>\n\n\n\n<\/tr>\n\n\n\n\n
INTRODUCTION<\/a><\/td>\n<\/tr>\n
CHANGE ORDERS<\/a><\/td>\n<\/tr>\n
1. Addition of Change Order Document<\/a><\/td>\n<\/tr>\n
2. Addition of Change Order Planning Line<\/a><\/td>\n<\/tr>\n
3. Reports<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

INTRODUCTION<\/b><\/p>\n

A change order is work that is added to the original scope of work of a contract. A change order may force a new project to handle significant changes to the current project.<\/p>\n

<\/a>CHANGE ORDERS<\/b><\/p>\n

A change order for a project can be created in two ways,<\/p>\n

1. One is the standard process, where you create a separate document for a project using \u201cCreate Change Order\u201d function.<\/p>\n

2. Second is to mark the project planning lines \u201cChange Order\u201d on the Master Project itself.<\/p>\n

You can include both the forms of change order into the Progress Billings.<\/p>\n

1. Addition of Change Order Document<\/b><\/p>\n

To include a change order project in a progress billing requisition, below are certain points related to \u201cContract Date\u201d and \u201cDefault Project Retention %\u201d (if applicable) that must be noticed for correct and smooth process.<\/p>\n

1. The Contract Date on the project card is used to alter whether a Change Order Project is to be shown as \u2018Current Month\u2019 change orders or \u2018Previous Months\u2019. <\/p>\n

2. The Contract Date on the project card is compared to the Requisition Billing Date on a progress bill. <\/p>\n

3. If the change order contract dates are in the same month as the requisition date, then the change order billing value will show as \u2018Current Month\u2019 change order.<\/p>\n

4. If the change order contract date is prior to requisition billing date, then it will show as previous month\u2019s change order.<\/p>\n

5. If you do not enter any date in the contract date, the change order will not appear on the billing documents at all.<\/p>\n

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In the Progress Billing for a change order to be considered, the Status must be \u201cOpen\u201d on the Constants\/Manager fast tab of the project card.<\/p>\n

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To select a change order on the progress billing,<\/p>\n

1. In case of the first requisition, you can use the \u201cGet Billings\u201d function and select the required change order project.<\/p>\n

2. If you are creating a second\/subsequent requisition or a new version for an existing requisition, then the system will display a message as below, where you can click on Yes to add the change order.<\/p>\n

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You\u2019ll notice that Planning Line from Change Order has now been added to your Progress Billing Lines.<\/p>\n

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From here you can continue the process of the normal progress billing and run each available report to see that the Change Order has been added.<\/p>\n

Additionally, on the change order project card under Constants\/Manager fast tab, the \u201cProgress Billing No.\u201d field will get updated with the Master Project No., and the \u201cProgress Billing CO\u201d Boolean will become \u201cTrue\u201d.<\/p>\n

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2. Addition of Change Order Planning Line<\/b><\/p>\n

On a project while creating the project planning lines, identify the lines that need to be marked as \u201cChange Order\u201d, see below.<\/p>\n

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When the planning lines are carried over to the Progress Billing, the markings also get updated to the progress billing lines, see below.<\/p>\n

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3. Reports<\/b><\/p>\n

Users can also run the report \u201cCombined CO AIA G702 and AIA G703\u201d to analyze the information for Main Contract and Change order.<\/p>\n

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A two-page report with change order value will be generated which can be sent to your Customer as well, see below.<\/p>\n

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Contents INTRODUCTION CHANGE ORDERS 1. Addition of Change Order Document 2. Addition of Change Order Planning Line 3. Reports INTRODUCTION A change order is work that is added to the original scope of work of a contract. A change order may force a new project to handle significant changes to the current project. CHANGE ORDERS … <\/p>\n

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