RoundhousePM includes modules for you to upload and track the approvals of Change Order Proposals and Change Orders.
The Main Screen
Create a new Change Order document
Each document contains three sections:
- Contractor Input
- A/E Review
- Owner Review
Contractor Input
- RoundhousePM automatically creates the CO number.
- Enter a brief description of the subject of this CO.
- Enter the date submitted for review.
- Enter how this document will be sent for review. (e.g. RoundhousePM, courier, hand, etc.)
- Enter a return by date for the CO’s approval.
- Enter the name of the person to review this COP.
- Enter the total amount of money requested or saved as a result of the CO.
- Attach a PDF document of the official CO paperwork, including the cover and any supporting documentation.
- If hard copies were included, enter a description of the documents provided.
- Select the name of the person submitting this CO request.
- If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
- Save the record.
A/E Review
Many Change Order Proposals require the review of the architect or consultants. This section is where they provide their input.
- Select the date you received the CO.
- Enter any comments about the documents received. Typically this field is left empty unless you received hard copies and some information was missing or incomplete.
- Upload an attachment with your comments. This could be a scan of a handwritten note, a memo, or a markup of a PDF document.
- Select an action for your review. (e.g., Reviewed, Not Reviewed, Exceptions Noted, Revise and Resubmit, Rejected)
- Select the name of the person who reviewed this CO.
- Select the date this review was completed and returned to the contractor or forwarded to the owner for their review.
- If hard copies were included, enter a description of the documents provided.
- If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
- Save the record.
Owners Review
- Select the date you received the CO.
- Enter any comments about the documents you received. Typically this field is left empty unless you received hard copies and some information was missing or incomplete.
- Upload an attachment with your comments. This could be a scan of a handwritten note, a memo, or a markup of a PDF document.
- Select an action for your review. (e.g., Reviewed, Not Reviewed, Exceptions Noted, Revise and Resubmit, Rejected)
- Select the name of the person who reviewed this CO.
- Select the date this review was completed and returned to the contractor.
- If hard copies were included, enter a description of the documents provided.
- If the review is complete, change the value of the Review Complete from No to Yes.
- If desired, create an announcement and send an email notification. For more information about Announcements and Notifications when creating a record, click here.
- Save the record.
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