Creating a Change Order from a Potential Change Request
In Buildend, you can convert a Potential Change Request (PCR) into a formal Change Order once it has been reviewed and approved. This ensures costs, contracts, and schedules remain aligned and traceable.
Prerequisites
- The Potential Change Request must be in a Closed/Approved state before it can be converted.
Step 1: Open the Potential Change Request
- Navigate to the project.
- In the project tab, click Financials → Potential Change Requests.
- Open the PCR you want to convert into a change order.
If the request is in the correct state, you’ll see a Create Change Order button in the top-right corner.
Step 2: Select the Change Order Type
Click Create Change Order and choose one of the following options:
- Prime Contract Change Order (PCO)
- Subcontract Change Order (SCO)
- Purchase Order Change Order (POCO)
Step 3: Review and Complete the Change Order Form
The system will automatically populate the new change order with details from the PCR. You can:
- Add or adjust details such as the associated contract and revised substantial completion date.
- Include any additional supporting information or attachments.
Click Next to proceed.
Step 4: Confirm Schedule of Values
On the Schedule of Values page:
Line items from the PCR will be pre-populated.
You may add or remove line items as needed.
- Example: If creating multiple subcontract change orders for different vendors, only include the line items relevant to the vendor selected in this contract.
Step 5: Create the Change Order
Once all details are confirmed, click Create Change Order.
The change order will now appear under Financials → Change Orders, in the tab for its type (PCO, SCO, or POCO). In the Potential CR column, you’ll see the linked potential change request number, signifying which PCR the change order originated from.