Create a change order

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

Create a change order

  1. To access the Change Orders dialog box, do any of the following in the Project dialog box:
    • On the Project Settings tab, click Change Orders.

    • On the Summary tab, click + in the upper-right corner of the Change Orders section, and select which change orders you want to see.

    The Change Order dialog box opens.

  2. Click New.
  3. 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 PowerFab automatically populates the CO # field with the next available number. You can change the number.

    CO Date *

    The date on which the change order was sent.

    Select a date in the drop-down calendar.

    To *

    The recipient company and contact person of the change order.

    Select the recipient company and the contact in the lists.

    Note: Only the companies and their contact persons that have been added for the project in the Project dialog box are available in the lists. See Manage project contacts.

    Supplier

    The supplier that is affected by the change order.

    Select a supplier in the list.

    Note: 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. See Manage project contacts.
    Subject *

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

    Type the subject in the field.

    Description Of Change

    The description of the change that should be made.

    Type a description in the 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.

    Type the desired number in the field.

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

    Change Will Cause

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

    Type the costs in the field.

    Cost Clicking the button opens a dialog box for a breakdown of the cost impact by cost groups, cost codes, and cost types.

    See Define change order cost items.

    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 field.

    Request Date

    The date when the change was requested.

    Select a date in the drop-down calendar.

    Answered Date

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

    Select a date in the drop-down calendar.

    Approved

    Select when the change order has been approved.

    Remember to select the checkbox 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 Manage methods for sending documents.

    Select a sending method in the list.

    Author *

    The Tekla PowerFab user who created the change order.

    Select a user in the list.

    Only the Tekla PowerFab 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 Manage contract information.

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

    Select the contract item in the list.

  4. Click Add.
  5. To open the change order, double-click it.

You can also attach files to the Change Order. See Attach files to a change order.

Proceed to defining the cost impact of the change order. See Define change order cost items

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