Creating a Change Order Without a Potential Change Request

In Buildend, you can create a Change Order (CO) directly without first creating a Potential Change Request (PCR). This is useful when the scope of the change is already defined and does not require a preliminary request stage.

Step 1: Navigate to Change Orders

Go to the project where you want to create a change order.
In the project tab, click Financials → Change Orders.
In the top-right corner, click + Create Change Order.

Step 2: Select the Change Order Type

Choose the type of change order you want to create:

Prime Contract Change Order (PCO)
Subcontract Change Order (SCO)
Purchase Order Change Order (POCO)

Step 3: Enter General Information

In the Create Change Order form:

Select the contract the change order applies to.
- Important: Change orders can only be created for contracts in a Closed/Approved state.
  Enter the required details:
- Change order number and name
- Revised substantial completion date
- Change category and reason
- Schedule impact
- Description of the change
Under References, you can link related items such as RFIs, Submittals, or even Potential Change Requests.
Attach any supporting files.

Click Next to continue.

Step 4: Define the Schedule of Values

In the Schedule of Values section, enter the line items you want to include in the change order.
Add new items by clicking + Add Item.
Important: If markups were configured when the main contract was created, they will automatically apply to the cost of each line item where applicable.

Step 5: Create the Change Order

Once all details and line items are added, click Create Change Order.
The change order will now appear in the Change Orders list for the project.

Important Notes

A change order will only be included in progress billing once it has been approved.
The approved change order must have an approval date earlier than the end date of the billing period for it to be included in that draw.