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Streamline Change Orders

Right now it is at least a three step process with three different screens to make a CO:

1. Total up CO on the Change Order Tab within the Estimate

2. Leave that screen and make a CMR on a new screen and put a status if not immediately approved

3. If the CO is then approved, Go back into CMR and list as approved, THEN...

4. Make it a Change Order and go into the Change Order screen to make it part of the project. 

This process is so inefficient. We should be able to total up the proposed CO and set the status from one screen. Then if it is approved, change the status on that screen to approved and it immediately takes you to the CO screen where you approve and execute it into the project. 

  • Justin Weidner
  • Jan 19 2016
  • Likely but not yet planned
  • Attach files
  • Vaughn Dobbins commented
    January 15, 2021 19:55

    This whole CO/ CMR/ Approve/ Owner CO process is a huge waste of time, you literally have to touch it 5 times. NOT TO MENTION the fact that the verbiage doesn't carry over from the Estimate even in the descriptions!! it shouldn't be this complicated. a PM should be able to write a COR/CMR get it approved and it automatically goes to the AIA / Accounting for Billings

  • William Gannon commented
    September 29, 2017 18:01

    There is so much time wasted on issues like this with the software. It's not just the change orders think about lean notices when you do the project set up. You put the information there and then you have to go into the lean management and put the start date the lien noted state and everything like that again. The main problem is is once you're up and running you're so invested in this software that its hard to make the decision to move to a different one 

  • Caren Naylor commented
    September 29, 2017 15:31

    yes please,

  • Justin Weidner commented
    September 29, 2017 14:54

    This is nearly two years old and says it is Likely. Any updates?

  • Sandi McClure commented
    June 07, 2016 22:09

    YES, YES YES!

  • Jared Trodahl commented
    June 07, 2016 21:23

    Got my vote

  • Justin Weidner commented
    January 22, 2016 20:57

    Thanks Cindy. Wish I could spread the word to get more to upvote!!

  • Cindy Rosario commented
    January 22, 2016 20:38

    I would love to press the vote button 100 times.  It's time consuming and trying to amend change orders takes way too much time.

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