Within a Change Order you have the option to use the Process From button to bring one to many approved Change Event into the Change Order.

 

Open or Create a Change Order.  Once completed select Process From in the top ribbon bar.

 

you are here; \ Cost Manogement \ 
printJRep•uts Administmtion 
20 
Cont ra ct 
Edit Change Order 
Pmd.ng 
App 
Void 
Apprcwed Date: 
Wd Reviæ 
Allow multiple contract items 
Status: Pending 
Event Number: 
Originating Item: 
Created By: 
Last Modified On: 
Contract Days Adjust: 
0017 
Sarah clukey (sep 4 2020) 
sep 4 2020 
scope change oco 0920 
(e) Scope Change 
Reqæt 
Released to 
Accou 
Suppress Markup on Report

  

 

A pop up window will present showing all status APPROVED lower tier document types.  On this screen check the box(s) of the cost events you would like to include in on this Change Order.  

*The lower tier documents must be in the status of approved in order to be processed*

 

 SELECT COST EVENT S 
Tvpe N Description 
TO 
PROCESS 
INTO CURRENT EVENT 
Estimate Approved 
$0.00 
C pco 
C 
C 
COR 
C 
COR 
COR 
C 
c OR 
C 
COR 
C 
COR 
COR 
r COR 
0007 
Chanoe Request From Email 
0006. 
20200831 
0019 
0018 
0017 
0016 
0015 
0014 
0013 
0012 
select 
$0.00 
$0.00 
$0.00 
$0.00 
$0.00 
$0.00 
$0.00 
$0.00 
$0.00 
$700.00 
$2,000.00 
$1,000.00 
$400.00 
$100.00 
$100.00 
$200.00 
$200.00 
3100.00 
Status 
Approved 
Approved 
Appro v ed 
Approv ed 
Approved 
Approved 
Approved 
Approved 
Approved 
AD oroved 
Arch itect 
Pencil no 
Pendng 
Pending 
Pending 
Pendng 
Pen 
Pending 
Pendina 
Owner 
Pendino 
Pending 
pending 
Pending 
Pending 
Pending 
ing 
pending 
Pending 
Pendina 
Cancel

 

  

Once selected, click Select.  The Change Order will show those selected cost events as a summarized item in the change order. 


Cost Event Items 
D Line Item Data 
SUMMARY ITEM 
Contractor Funds 
SUMMARY ITEM 
Contractor Funds 
SUMMARY ITEM 
Con tracto- Funds 
Add New Itern 
Change order Request 0019 
Change Order Request 0018 
Change Order Request 0017 
Adjustmen t? 
Owner Fmds 
Adjustment? 
Owner Funds 
Adjustment? 
Owner Funds 
Delete Selected Items 
$2,222.00 
Markup? 
$1,111.00 
Markup? 
$457.20 
PENDING 
$2,222.00 
PENDING 
$1,111.00 
PENDING 
$457.20 
Items Subtotal: $3,800.20 
Add Multiple Items 
All Selected Items