CO Wayfinder | Delivery Wayfinders

Change Order (CO Wayfinder)

This document assumes that you have an e-Builder account, have logged in, and are a participant of the project that you want to submit the Change Order for and that the Potential Change Orders which you want to attach to this Change Order have been approved, and are in the “Hold for rollup into CO” status.

Please verify that the PCO’s are ready to attach before starting this process.

The Change Order (CO) process will provide for the tracking, review and approval of change orders related to projects. The process will allow for visibility throughout the steps required for receipt and approval of a change order. The CO process can be initiated by Project Managers, Assistant Project Managers, Construction Managers, and General Contractors.

Your Commitment must be in place and approved prior to the start of the CO Process. The Commitment is entered by the Project Manager.
The Potential Change Orders which you wish to incorporate into this Change Order must have already been entered (see PCO Wayfinder) and approved and in the “Hold for Roll up into CO” status.

On the left hand side, select Processes.

Select "Start Process" on the top right hand side of the screen.

This will launch the Process options screen.

Select 05 Change Order Process (CO)

This will launch the Change Order screen.

Note: All * fields are required.

In the Details Tab enter:

* Does Change Order Require A/E Approval? - Check “Yes” or “No” accordingly. (Note: if “Yes” is selected, the process will route to the A/E Review step for approval. Once approved, the date stamp of when the Prime A/E approved the process will generate on the Change Order Summary form for record).

* Summary Justification - A description of what the Change Order entails and the reason for it.

* Extension Days This Change Order – The number of days the Change Order extends the substantial completion date.

You are ready to attach any supporting documentation that is appropriate.

To Attach supporting documentation, select the "Attached Documents" tab.

This will open the Attach Documents Window.

NOTE: If the Destination folder does not auto-populate; browse to:

06 Construction Folder in the Document Structure and then select 04 Change Orders

Note: You can browse for a file from your computer or from the e-Builder document structure module from the project in which you are in.

Click "Attach Selected" at the bottom of the screen to attach your selected file(s). You will then be redirected back to the details page where you will select the Potential Change Orders to include in this Change Order.

Next, you will select the "04 Potential Ch" tab.

You will then select “Attach Existing” to choose the existing Potential Change Orders you would like to incorporate into this Change Order. They must be approved and in the “Hold for Roll up into CO” step.

All Potential Change Orders will then show up for you to select.

Check off the box on the left to pick and choose which PCO’s you want and then select the “Attach Existing” button.

You will then see the Potential Change Orders that you selected listed.

You can select “Attach Existing” again to add more PCO’s, select “Remove” to remove any PCO’s you previously selected from the CO or if you are finished you can hit “Submit”.

Once you select Submit, the Change Order is received, the process proceeds.

NOTE: Once the process reaches the APM Review step, the APM will need to determine whether or not the Change Order services are provided by a GC/CM.

If “Yes” is selected then the process will route to the GC/CM Acknowledgement step in which the GC/CM will need to review and approved the Change Order to move it forward. Once approved the approval date stamp will generate on the Change Order Summary form for record.

If “No” is selected the process will bypass the GC/CM Acknowledgement step as their approval would not be needed.

Note: Throughout this process, once it has been Submitted, you may check on the status of the Change Order by selecting, “Show History” or “Show Workflow Diagram” on the process to see the next step in the approval process.

Select “Show History”, “Current Actor” or “Show Workflow Diagram” and that window will open.