Create change orders

Overview

  • Create change orders in Alasco
  • Manage change orders in Alasco

 

Create change orders

You can create a change order either via the menu item "Costs" and submenu item "Change Orders" and the button "+ Add change order" at the top right of the screen, or directly within a contract under the tab "Change orders".

change_order_list.png

If you want to check change orders using a workflow, it is necessary to create a change order workflow. To add a change order workflow, go to the "Workflow" menu under the master data, select the "Change Order Workflow" tab, and click the "+ Add" button. After you have created it, go to the project settings of the respective project and activate the change order workflow by clicking the "Edit" button.

Tip:

In the article change order workflow, you will learn how to create the workflow.

To create a new change order while in the "Change orders" overview, click on the button "+ Add change order" at the top right of the screen.

Certain mandatory fields, such as the corresponding contract, name, change order number, and amount, are required for each newly created change order. Information regarding who triggered the change order and the basis of claim must also be inputted.

You can upload complementary documents to the change orders in Alasco. You can also "add a weighting factor for the real-case cost forecast". You can find more information on this in our related Help Centre article.

create_change_order.png

 

Manage change orders

After a change order is created, it can have any of the following statuses:

  • Open
  • Details entered
  • Acknowledged
  • Declined

While a change order has the status "Open" or "Details entered", all fields can be edited. However, as soon as a change order has the status "Acknowledged" or "Rejected", it can no longer be edited.

Once a change order has the status "Acknowledged", you can decide whether the amount of the change order is to be paid from "Reserves", provided these have been created in the corresponding contract. To do this, check the box "Subtract from reserve after final approval".

 

Change order list

An overview of all your change orders is provided by the improved change order list in Alasco. You can access it under the menu item "Costs" and submenu item "Change Orders". The improved list can show the invoices for all projects combined or for a specific project. You can add and remove columns to the displayed list as per your requirements. You can save several different views to meet your requirements and quickly switch between them. You can also filter the change orders using any of the active columns. You are also able to export any specific view in .xlsx format.

Tip:

You can find a detailed explanation of the change order list functions in the article Improved invoice list, contract unit list, contract list and change order list in our Help Centre.

 

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