[PM] PM Pending Change Orders

Creating PM Pending Change Orders

Objective

This SOP outlines the steps to create a pending change order in the project management module for team members to follow easily.

Key Steps

1. Access Project Management Module 0:00

• Navigate to the Project Management Module.

• Click on Programs.

• Locate and double-click on PM Pending Change Orders.

2. Select Job for Change Order 0:16

• Choose the job for which you want to create the pending change order.

3. Lookup Projects 0:32

• Press F4 to open the project lookup.

• Select the desired job from the list.

4. Choose Change Order Type 0:57

• Click on Info and press F4 to select the pending change order type.

5. Name the Change Order 1:11

• Enter a name for the pending change order (e.g., PC01, PC03).

6. Add Description 1:30

• Provide a description for the change order, including any relevant details.

7. Set Change Order Date 1:37

• Specify the date for the change order.

8. Update Status 1:45

• Update the status using F4 based on your setup (e.g., Beginning, Bidding, Course of Construction).

9. Set Priority and Reason 1:58

• Optionally set the priority and reason for the change order (default is usually sufficient).

10. Add Reference Number 2:07

• If applicable, enter a reference number or P.O. for approval.

11. Assign Responsible Person 2:16

• Designate a responsible person for tracking purposes.

12. Define Change Impact 2:27

• Specify what the change order will impact (leave checked if unsure).

13. Choose Pricing Method 2:53

• Select the pricing method: Lump Sum or Unit Price (ensure consistency with other entries).

14. Enter Change Order Amount 2:27

• Input the change order amount (e.g., $5,000).

15. Add PCO Item 2:53

• Click N or + for a new PCO item, which will auto-fill the description.

16. Attach Budget Number (if applicable) 3:06

• If you have a budget number, attach it here; otherwise, leave it blank.

17. Attach Contract Item (if applicable) 3:14

• If a contract item exists, attach it; otherwise, leave it blank.

18. Set Fixed Amount 3:26

• If using a lump sum, set the fixed amount to match the change order amount.

19. Save and Close 3:47

• Ensure all information is saved before closing the window.

Cautionary Notes

• Ensure all entries are consistent with existing data in Vista to avoid connectivity issues.

• Double-check the change order amount and pricing method before saving.

Tips for Efficiency

• Familiarize yourself with the F4 lookup feature to quickly find jobs and types.

• Use templates for common change orders to save time on naming and descriptions.

Link to Loom

https://loom.com/share/ce28c94f72ea45cca4ba6f1df92cf9bb