Create a Change Order based on Application for PaymentLast updated on 03/22/2022
Progress billing is often done for commercial/construction projects that span a long time period. Progress billing is based on work completed and material stored. To progressively bill, customers may require you to submit Applications for Payment and Continuation Sheets.
Things to know
Change orders apply at the project level.
Projects can have multiple change orders.
Do not update the original sold estimate for the project, create a change order.
Change orders allow you to retain the information in the original sold estimate and to identify and track changes to the original sold estimate.
An original sold estimate is required to create a change order.
Create a Change Order based on Application for Payment
When project scope changes, you can create change orders to reflect the change.
Open the project you want to set up a change order for.
Select Project Opportunities > Add another.
The Build Estimate(s) screen opens.
Select a business unit from the dropdown.
Select Build Estimate
Note: You can also search for a template to use for the estimate.
The Update Estimate Details screen opens.
Complete the following fields:
Project Label: Select from the Project Label dropdown or use Add Another Label.
Name: Enter an Estimate name. The name will appear on the Continuation Sheet.
Click Save. The Estimate screen opens.
Add tasks, equipment, and material as needed for the change order. See Create project estimates for more information.
When you are finished, click Save .
On the Estimate screen, click View Opportunity.
The Project Opportunity Follow-Up screen opens.
Click Sold/Convert. The Estimate screen opens. Note: The Change Order indicator appears for Sold estimates completed after an original sold estimate.
Tip: Make sure the Mark as Change Order toggle is active.
Note: Change orders are reported at the summary or project label level as described below.
Continuation Sheet: Change orders are reported in total and are not split into project categories.
Application for Payment: Change orders are reported at the Net Change by Change Orders and Change Order Summary levels.
Budget vs actuals: When change orders are associated with project categories, dollars are included in project categories. Otherwise, they are reported at the total change order level.
Want to learn more?
Visit the Academy and enroll in Progress Billing with Application for Payment
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.