Review and process Change Order Requests using the GC Portal.
When the subcontractor has finished pricing the work, they will submit a Change Order Request and it will show up on the GC Portal dashboard.
Table of Contents
Review the Change Order Request Letter
- Navigate to the T&M Tracking menu and filter to T&M Tickets in the Change Order Request step.
- Click on the attachment button beside the GC Status to view the Change Order Request letter, OR click on the line to view the ticket and the letter in more detail.
- The Change Order Request letter will contain the following:
- Cover letter with a summary of the Field Work ticket and a sum total.
- Detailed pricing breakdown of the Field Work ticket with labor, material, additional billing items and a breakdown of overhead & profit.
- The signed Field Work ticket.
- Backup attachments of the approvals, images of work, and plans.
Approve a Change Order Request
If the Change Order Request looks good, you can issue a Change Order to the subcontractor and attach the contract.
- Click on the "..." on Actions and select Approve. This can be done from the dashboard OR the detailed view.
Or detailed view:
- Enter the Change Order Number, approval note, optionally attach the Change Order contract document and click Save.
- This will notify the subcontractor that the Change Order Request has been approved and push the FWO into the Change Order Issued step on their portal as well as your dashboard.
Reject a Change Order Request
If the Change Order Request letter needs changes, you can send it back to the subcontractor to make those changes.
- Click on the "..." on Actions and select Reject. This can be done from the dashboard OR the detailed view.
- Enter a rejection note and click Save.
- An email will be sent to the subcontractor team, letting them know that the Change Order Request needs some changes. This FWO will move into the GC Rework Step.
Move on to creating an Owner Change Order Package!
Now you know how to review and process the Change Order Requests from the subcontractor. You can push these up to the Owner as a package for their review and approval.