How to Create a Change Order

Add new Record

Use the following steps to create a new Variation/Change Order for a Job:

  • If you are not already in the Job you would like to add a Change Order to, go to IPM Contract Control > Jobs and select your job.
  • In the drop down menu (from the job name), go to Contract Control > Variation/Change Orders
  • Click on New IPM Change Order in the top left hand corner of the table
  • This will open the New Change Order form
  • Select whether the Change Order is Internal or not
  • The Job name is automatically filled in for you according to what you selected from the drop down menu
  • If this is the first Change Order for that Job, IPM will assign the number in the following format: job number-0001. If there are previous Change Orders for the Job, IPM will automatically assign the next sequential number (this can be edited if you wish)
  • The Date will auto fill to today’s date
  • You can add a Subjob to the Change Order by clicking on the magnifying glass and picking from the drop down list, or you can create New by clicking the Plus button.
  • Click OK
  • Select the Status of the Change Order from the drop down list
  • Enter a brief Description of the Change Order
  • You can add the contact who initiated the Change Request by clicking on in the from field and selecting from the list
  • If applicable, enter any Schedule Impact information
  • If applicable, enter a Revised Completion Date by clicking on the calendar
  • Click Save to gain access to other parts of the Change Order

To Add a Send To Contact

  • Click on Send To in the drop down menu of the Change Order form. If you wish to send your Change Order to multiple contacts, you can use the Multi-Select tool by clicking on IPM Multi Select in the top right corner.
  • If you wish to only add one contact, you can do so individually by clicking Add New IPM Change Order Send Contact in the top left hand corner of the table
  • Click on in the Job Contact field and select the contact you want to send the Change Order to
  • Click OK
  • You can select a Recipient Type from the drop down menu
  • Click Save and Close

To Add Change Requests

Once you have saved the initial information of your Change Order, you can add details of the Change Request that initiated the Change Order. Use the following steps to add Change Request information to your Change Order:

  • Click on Change Requests in the drop down menu of the new Change Order form
  • Click on Add New IPM CR for Change Order
  • Enter the Change Request by clicking on in the Change Request field and selecting from the list
  • Click OK
  • Click Save and Close if this is the only Change Request to add, or Save and New if you have more
  • The Change Request will now appear in the list of Change Requests in the new Change Order form. The Change Order will also automatically be added to the General tab of the Change Request

Once all Components of the Change Order have been added, click Save and Close to close the New Change Order form. The Change Order you have created will now appear in the table of the Change Orders section.