Create, modify, and delete change orders

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete change orders

Use the Change Order dialog box to manage and record changes requested and made to the original contract. You can create new change order requests, attach files or emails to change order requests, modify existing change order requests, or delete change order requests.

Note:

The items in the Change Order dialog box are not change orders for contract purposes. Instead, the items represent the change order requests made regarding the project.

Create a change order

  1. At the bottom of the Change Order dialog box, click New.
  2. Define the properties of the change order.

    The items that are marked with an asterisk (*) in the following table are mandatory.

    Option

    Description

    CO # *

    The number of the change order.

    Tekla EPM automatically populates the CO # field with the next available number. You can change the number, if needed.

    CO Date *

    The date when the change order was sent.

    Click the arrow on the right side of the CO Date field, and select a date in the calendar.

    To *

    The recipient company and person of the change order.

    Click the arrow on the right side of the leftmost To list, and select the recipient company in the list.

    Click the arrow on the right side of the rightmost To list, and select the recipient in the list.

    Note that only the companies that have been added for the project in the Project Edit dialog box and their contact persons are available in the To lists.

    Supplier

    The supplier that is affected by the change order.

    Click the arrow on the right side of the Supplier list, and select a supplier in the list.

    Note that only the companies with the firm type Supplier that have been added for the project in the Project Management dialog box are available in the Supplier lists.

    Since the supplier is normally the fabricator, you may need to copy your company as a supplier in the project. For more information, see Manage companies in the project.

    Subject *

    The subject of the change order, visible in the change order document.

    Type the subject in the Subject field.

    Description Of Change

    The description of the change that should be made.

    Type a description in the Description Of Change field.

    Change Has Added

    The number of calendar days, work days, weeks, or months that the change has added to the project duration. The time entered here will be displayed in the project schedule.

    In the Change Has Added field on the left, type the desired number.

    Then, right-click the Change Has Added field, and select the unit of time in the list.

    Change Will Cause

    The total sum that making the change will add to the project costs or subtract from the project costs.

    Type the costs in the Change Will Cause field.

    Change Requested By

    The source that requested making the change. For example, this can be a party in the project, a document, or a response to an RFI.

    Type a value in the Change Requested By field.

    Request Date

    The date when the change was requested.

    Click the arrow on the right side of Request Date field, and select a date in the calendar.

    Answered Date

    The date when the supplier has replied to the change order.

    Click the arrow on the right side of Answered Date field, and select a date in the calendar.

    Approved

    When selected, the change order has been approved.

    Remember to select the Approved check box when the change order has been approved. When you do so, the change order is sent to Contract & Invoicing.

    Sent Via *

    The method with which the change order has been sent.

    The options available in the Sent Via list are set in the Sent Via Maintenance dialog box. For more information, see Create, modify, and delete methods for sending documents.

    Click the arrow on the right side of the Sent Via list, and select a sending method in the list.

    Author *

    The Tekla EPM user who created the change order.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Only the Tekla EPM users in your company are available in the Author list.

    Contract Item

    The item in the project contract that the change order is linked to. For more information, see Add and modify contract information.

    The Contract Item field is not included in the Change Orders dialog box by default. You can add the Contract Item field by modifying the input fields for change orders. For more information, see Customize input fields.

    Click the arrow on the right side of Contract Item list, and select the contract item.

  3. To attach files to the new change order, do the following:
    1. At the bottom of the dialog box, click Attached Files.
    2. In the Change order dialog box, click New.
    3. In the Document Index - Add Document Reference dialog box, add a file, a Microsoft Outlook email, or Microsoft Outlook email attachments.

      For more information, see Add document references.

    4. Click the arrow on the right side of the Change Order list, and select the change order to which you want to attach the file.
    5. Type a description for the attached file.
    6. Click Add Document Reference.

      Repeat steps c to g for all necessary attachments.

    7. Click Save.
    8. To close the Change order dialog box, click the Close button (X) in the upper-right corner.

    You can see the number of attached files in the upper-right corner of the Change Order dialog box.

  4. Click Save.

Modify a change order

  1. In the Change Order dialog box, select the change order that you want to modify.
  2. Modify the properties of the change order:

    Option

    Description

    CO #

    The number of the change order.

    Tekla EPM automatically populates the CO # field with the next available number. You can change the number according to your needs.

    CO Date

    The date when the change order was sent.

    Click the arrow on the right side of the CO Date field, and select a date in the calendar.

    To

    The recipient company and person of the change order.

    Click the arrow on the right side of the leftmost To list, and select the recipient company in the list.

    Click the arrow on the right side of the rightmost To list, and select the recipient in the list.

    Note that only the companies that have been added for the project in the Project Management dialog box and their contact persons are available in the To lists.

    Supplier

    The supplier that is affected by the change order.

    Click the arrow on the right side of the Supplier list, and select a supplier in the list.

    Note that only the companies with the firm type Supplier that have been added for the project in the Project Management dialog box are available in the Supplier lists.

    Subject

    The subject of the change order, visible in the change order document.

    Type the subject in the Subject field.

    Description Of Change

    The description of the change that should be made.

    Type a description in the Description Of Change field.

    Change Has Added

    The number of calendar days, work days, weeks, or months that the change has added to the project duration. The time entered here will be displayed in the project schedule.

    In the Change Has Added field on the left, type the desired number.

    Then, click the arrow on the right side of the Change Has Added list, and select the unit of time in the list.

    Change Will Cause

    The total sum that making the change will add to the project costs or subtract from the project costs.

    Type the costs in the Change Will Cause field.

    Change Requested By

    The party that requested making the change.

    Type a name in the Change Requested By field.

    Request Date

    The date when the change was requested.

    Click the arrow on the right side of the Request Date field, and select a date in the calendar.

    Answered Date

    The date when the supplier has approved or rejected the change order.

    Click the arrow on the right side of the Answered Date field, and select a date in the calendar.

    Approved

    When selected, the change order has been approved.

    Remember to select the Approved check box when the change order has been approved, so that Tekla EPM will not mark the change order as overdue.

    Sent Via

    The method with which the change order has been sent.

    The options available in the Sent Via list are set in the Sent Via Maintenance dialog box. For more information, see Create, modify, and delete methods for sending documents.

    Click the arrow on the right side of the Sent Via list, and select a sending method in the list.

    Author

    The Tekla EPM user who created the change order.

    Click the arrow on the right side of the Author list, and select a user in the list.

    Only the Tekla EPM users in your company are available in the Author list.

  3. To modify the files attached to the change order, do the following:
    1. Select the change order.
    2. At the bottom of the dialog box, click Attached Files.
    3. In the Change order dialog box, select an attachment and modify its description according to your needs.
    4. Click Save to save the changes.

      If necessary, you can also delete attached files by selecting them, clicking Delete, and clicking Yes to confirm.

      To attach new files, see Create a change order.

    5. To close the Change order dialog box, click the Close button (X) in the upper-right corner.

Delete change orders

Note that deleting change orders is permanent and cannot be undone.

  1. In the Change Order dialog box, select the change orders that you want to delete.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click Delete.
  3. To permanently delete the change orders, click Yes in the confirmation dialog box.
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