Capital Projects / Projects

Managing Change Orders and Updating Actions Using the Management Console

The Management Console Adjust tab enables the employer to request and approve change orders and to review and enter completion and verification information for actions. These tasks are not available on the Navigator. To perform these tasks, the employer works from the Management Console, accessed from one Navigator task - Execute / Management Console - Adjust.

For a description of the entire Projects workflow, see Projects: Application overview.

From the Management Console Adjust tab, as the employer, you can:

• Request change orders. See Requesting Change Orders.
• Approve change orders. See Approve Change Orders.
• Edit change orders. See Editing Change Orders.
• Update actions, including reviewing actual costs and actual duration entered by the vendor, or entering this information yourself, and entering verification information for an action. See Editing Actual Costs.
• View actions on hold: Select the Adjust / Action On Hold tab, to review actions that have a Status of In Progress - On Hold.

Requesting Change Orders

To request change orders as the employer:

1. Select the Execute / Management Console - Adjust task.
2. Select a project and then select the Request Change Order tab.
3. Select a work package.

   The Request Change Order form appears.

4. Enter the following required field:

   Action Title: The unique identifier for the action.

5. Enter the following recommended fields:

   Project Phase: Select a Project Phase value, such as Design or Execution. This is useful if you want to track the project at the Design phase or Execution phase level in the Project Analysis report. For more information on the Project Analysis report, see the Creating Management and Oversight Reports topic.  

   Site Code/Building Code/Floor Code/Room Code: Select the location information for the work to be done.

   Date Planned For:  Date the action is planned to begin. By default, this is set to the current date. Enter an estimate if you are planning on tracking design schedules using the design Gantt chart. 

   Duration - Est. Design (Days): By default, this is set to 1, but enter an estimated value, so that you can track design schedules. The design schedule estimate is based on information that has been provided by architects, designers, and contractors who have analyzed a project's requirements.

   Hours - Est. Design: By default, this is set to 0, but enter a value if you need to track time for the action on an hourly basis.

   Cost - Est. Design (Exp.)and Cost Est. Design (Cap): By default, these costs are set to 0.00, but enter an estimate if you want to compare estimated design costs to actual costs in the Project Analysis report. These design costs are provided by architects, designers, and contractors who have analyzed a project's requirements.

6. Enter additional information as needed.
7. Click Save.

Approving Change Orders

To approve change orders:

1. Select the Execute / Management Console - Adjust task.

   The Select Project tab appears.

2. Click Select in the row for the project that has the change order to be approved.
3. Select the Approve Change Order tab.
4. Select the change order in the Change Order Requests panel.

   The Approve or Reject Change Order form appears.

5. Review details for the change order.
6. To approve the change order, click Approve.
7. To reject the change order, click Reject.

   The Action Item Status is changed to Scheduled. The change order is available for editing by selecting the Edit Change Order tab.

Editing Change Orders

To edit change order:

1. Select the Execute / Management Console - Adjust task.

   The Select Project tab appears.

2. Click Select in the row for the project that has the change order to be approved.
3. Select the Edit Change Order tab.
4. Select the change order from the Change Orders panel.
5. Change information for the change request as needed.
6. Click Save.