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How can I add change order reason codes?

Tracking changes made to contract thru' change orders is vitally important to project owners and contractors.  Projectmates provides an important tool to establish root cause analysis (RCA) of change orders.  By adding globally accessible standardized reason codes, you can analyze why change orders were created.  This can help reduce future change orders and potential cost overruns.

Option 1: Add it in the Project Administration pages.

  1. Inside of the project, go to Admin >> Administer Project >> Construction Management, Budget, Cost Tracking and GC Prime Contract >> Contract / PCO / CO.
  2. The Subcontract (Admin) page will display. Look for the Add/Edit/Delete Reason Codes section.
  3. Click the Add button to open the Save/Add/Edit Reason Codes pop-up.
  4. Enter the new Reason Code and hit Go.

Option 2: Copy it from another project.

  1. On the My Projects page, mark the radial button for a project that has the CO reason codes set up the way you want.
  2. Click the Copy button at the bottom of the page. The Copy Project Date screen will display.
  3. Select one or more projects from the box on the left labeled Project List and use the arrow button to push the selected projects over to the box on the right labeled Copy To.
    Helpful Hint: It is always a good idea to do a trial run for a copy process first. Make sure the selections you make will not mess up your live projects.
  4. Scroll down and select the checkbox for Construction Management.
    Helpful Hint: This will also copy other elements from the Construction Management menu into the Copy To projects list. For example, RFI threads, Submittal threads, DFR threads, etc.
    Helpful Hint: The copy process is not a copy and replace process. It will not delete any project information.
  5. Hit the Copy button. The process may take some time depending on how many projects were selected. When it has finished, you will be directed to a page that lists major items that were copied.

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