The standard FACS Change Order template is designed to manage contract changes that occur on the project.
Key Fields and Sections
General Info
-
Number (required)
-
Subject, Type, Assignee, Creator
-
Date Initiated & Date Approved
-
Total Amount – auto-calculated from items
-
Time Extension – in days
Details
-
Requested By, Reason for Change, Description, Justification for extension
-
Items Table – add or select existing Pay Items
-
Items can show overruns and allow adjustments
-
System suggests Quantity Change to balance overruns
-
Dollar Change auto-calculated
-
Signatures
-
Submitted by
-
Approved by
NOTE: After the first project payment period is closed, a Change Order is the only way to update an existing items quantity.
Additional Features
-
Includes standard fields: Workflow, Contributors, Comments, References
-
Items cannot be reduced below 0 or below stockpiled quantity paid
-
Change Orders follow this workflow:
Anticipated → Submitted → Under Review → Approved or Canceled
Approved and Canceled statuses are locked. Only a Project Administrator can revert them and only if they are not included in a pay period.
Special Logic
-
On Approval:
-
New items are added as of the Change Order’s approval date
-
Existing item quantities update based on the approved change
-
These updates affect the pay period that includes the Change Order approval date
-
-
Unapproving Restrictions:
A Change Order cannot be moved back to Under Review if:-
A later Change Order has already been approved (Change Orders need to be unapproved in reverse approval order)
-
The approval date falls within a closed pay period (pay period needs to be opened before an included change order can be edited)
Location
Documents > Change Order
If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.
-