General Tab

The General Tab contains the summary information for a Change Order Request.

General Information

•COR Number and Visibility - This field is numeric only and will be automatically assigned based on the last COR number assigned to the same job but you can assign your own unique number.  'Internal' (CORs that are not dictated by the Owner or Architect of the project) and 'Normal' CORs are tracked separately so you may want to start the 'Internal' COR numbering with a different sequence such as 1001.  From that point forward the system will increment the COR number based on the Normal COR number range or the Internal COR number range. Note:  A COR can only be designated as Internal when the COR is created.

•Origination Date - Defaults to the current date but may be changed as needed.

•Category - This field is updated based on the category(s) selected when the COR is first added.  If no category was initially selected, you can select a single category on this screen.  

•Category CO# - This number is used to track the change order number on an individual category.

This is an optional number but represents the sequential change order number for each individual category on the job.  This field may be changed as required for individual tracking needs.  Refer to the following example for more information:

Job Change Order 1:                                                    Change Order.Category.CategoryCOR

•COR 15 - Category 10 - Category CO 1                    1.10.1

•COR 19 - Category 12 - Category CO 1                    1.12.1

•COR 15 - Category 22 - Category CO 1                    1.22.1

•COR 17 - Category 10 - Category CO 1                    1.10.1

Job Change Order 2:

•COR 34 - Category 10 - Category CO 2                    2.10.2

•COR 50 - Category 12 - Category CO 2                    2.12.2

•COR 55 - Category 15 - Category CO 1                    2.15.1

•COR 70 - Category 10 - Category CO 2                    2.10.2

Job Change Order 3:

•COR 134 - Category 16 - Category CO 1                  3.16.1

•COR 150 - Category 12 - Category CO 3                  3.12.3

•COR 155 - Category 15 - Category CO 2                  3.15.2

•COR 170 - Category 10 - Category CO 3                  3.10.3

•Description - Use this field to enter a general description of the change request.  You may copy the information from any other program such as a spreadsheet and paste it into the text box.  The text in this field can be changed for font, size and color.  This description will be copied into the Proposed Solution for Cost / Subcontractor and the Proposed Solution for Contract text fields on the Cost Breakdown Items Tab.

•Received From - Select from a list of companies included in the Team List for the job.

•Contact - Select from the list of contacts associated with the company in the Received From field or simply type in a name.

•Building / Floor / Room - These fields are optional.  Select from the lists associated with the job or simply type in a name or number.

•Proposed Change Order - Enter the COR description for this category.  This description will be automatically copied to the   //Optional comments regarding any future change orders pertaining to this COR.

•Status Code and Status Date - Select from a pre-defined list for the status and enter the date. Note:  These fields will be updated automatically if you utilize the Correspondence Tab.

Impact

•Cost Breakdown Items Enabled Box - As of Version 8.5.0.2 Teal, if this box is checked, then the COR Markup fields will be hidden on the General Tab of the COR.  You may uncheck this box to display these fields if you had used the markup fields on CORs that were created prior to installing the 8.5.0.2 Teal update.  Markups on all new CORs should be be entered on the Cost Breakdown Items Tab.  

•Workday Extension (*)

•Proposed Cost (*)

+ COR MARKUP AMOUNTS (for estimated costs / subcontractor payment sheet information)

•COR Markup Amount (*)

•Cost Phase (*) -        If the Automatic Accounting Updates option is enabled in the Properties settings, then the system will automatically update the Job Cost Detail Items with the phase and the estimated cost amount based on the COR Total field.  The detail item will be dated the same date that the COR was created. Note: Consider waiting until the COR is APPROVED before you enter the job cost phase so that the job cost is not updated with erroneous information.  Also, the job cost phase MUST be entered BEFORE the COR is attached to a CO.

•COR Total (*) - This field is automatically updated with the total amount of the Proposed Cost plus any of the COR Markup Amounts.

+ CO MARKUP AMOUNTS (for contract billing information)

•Proposed Solution - Contract Desc (*) - This field is automatically updated with the same description that was entered in the Proposed Solution field but can be changed as desired.

•CO Markup Amount (*) - There are three markup descriptions and percentages that can be created on a CO for such items as bonds and insurance, etc.  These fields are used to derive the contract billing amount in the accounting system.  Refer to the documentation titled Markup Parameters for more information.

•Bill Phase (*) - If the Automatic Accounting Updates option is enabled in the Properties settings, then the system will automatically update the Job Cost Detail Items with the billing phase and the contract amount based on the CO Total field.  The detail item will be dated the same date that the COR was created. Note: Consider waiting until the COR is APPROVED before you enter the billing phase so that the contract is not updated with erroneous information.  Also, the billing phase MUST be entered BEFORE the COR is attached to a CO.

•CO Total (*) - Sum of the COR Total plus the CO Markup Amounts.

Submittal & Response

•Submitted To - Select from a list of companies included in the Team List for the job.

•Contact Name - Select a contact name for the company entered in the Submitted To field.

Information may be manually typed into the following fields or these fields will be automatically updated if you utilize the features on the Correspondence Tab.

•Submittal Date - Automatically updated when the 'Out for Answer' button is selected.

•Answer Due Date – Defaults .

•Actual Answer Date – Automatically updated when the 'Reply Receipt' button is selected.

•Answer Distribution Date – Automatically updated when the 'Distribute Answer' button is selected.

•Response Text - Type in the response received form the company to whom the COR was submitted.

•Response From - Select from a list of companies included in the Team List for the job.

•Contact - Select from the list of contacts associated with the company in the Response From field or simply type in a name.

User Defined Fields

These fields are only displayed if marked as visible on the Properties Screen.

•Logical 1 - 10 – True or false field represented by check box.  If checked, then true else false.

•Text 1 - 10 – Text field for alphanumeric characters.

•Date 1 - 10 – Date field with drop down calendar.

•Number 1 - 10 – Number field that allows decimal positions.

•Integer 1 - 10 – Integer Number with NO decimal positions.