Changes

Never loose track of a change again. Track the changes submitted to your client, as well as changes received from your subcontractors

Changes (2:47 minutes)

 

How it works…

• Always know your exposure relating to changes and how they may affect your cash flow
• Submit a Change Order Request (COR), have it approved and converted into a Change Order to your contract all digitally
• Track changes by Client and by Subcontractor
• Monitor change status – Rough Order of Magnitude (ROM), Pending Approval and Approved
• Once approved, changes automatically are added to your billing

Issue a Change Order Request (COR)

From the Client or Subcontracts module, select the contract that you want to issue a Change Order Request on. From the contract Summary page (sample below), select the Issue COR button in the bottom right hand corner.

Complete filling in the COR form attaching any necessary backup documentation or references. You can add detailed line item breakdowns to break up the work by selecting Add a line item. This detail will carry over to your Billing. To complete the form and proceed to the next step, select Review Draft to proceed.

If you are OK with how everything looks, select Send For Approval to issue digitally, or Approve Manually if you have administrative permissions set.

Signing the Change Order Request

When you send a COR out to a client or subcontractor, you can use your password to digitally sign off on the Request. Once issued, the client or subcontractor can either

• Accept the COR as it has been submitted by digitally signing it and returning it to you through Fluid CM, or
• Manually print it off, wet sign it and send it to you. An Administrator would then need to update the record in the system approving it manually.
• Send it back through Fluid CM requesting for changes to be made. They will not be able to make any changes to the contract after you have signed it.

Once both parties agree to the change, the COR will become a Change Order to the contract. The Changes module reports the status of each change along the approval process (Draft, Pending Approval and Approved.

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