Change Order Log

RoundhousePM includes modules for you to upload and track the approvals of Change Order Proposals and Change Orders.

Each document contains three sections:

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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