How can I adjust a change order amount?

Change Orders in Contractor Foreman allow you to track additional work, changes, or adjustments to the original contract. If you need to change the amount of an existing Change Order, you can update its line items instead of creating a new Change Order.

You can adjust the quantity, unit cost, markup, or other line-item details, remove items that are no longer needed, or add new items.

Note: The ability to edit a Change Order may depend on its current status and your user permissions. Change Orders that have already been submitted, approved, or billed may have editing restrictions.

Open the Change Order

1. From the Main Menu, navigate to Change Orders.
2. Locate the Change Order you want to adjust.
3. Click the Change Order to open it.

Once the Change Order is open, you can review and modify its existing line items.

Adjust an Existing Line Item

You can make quick changes directly from the line-item list.

1. Change the Quantity or Unit Cost
2. Locate the line item you want to update.
3. Click the QTY field to change the quantity.
4. Enter the new quantity.
5. If needed, click the Unit Cost field and enter the new cost per unit.
6. The Change Order amount will update based on the changes you make.

This is useful when the scope of work stays the same but the quantity or cost changes.

Edit Additional Line-Item Details

If you need to change more than the quantity or unit cost:

1. Locate the line item.
2. Click the eyeball icon to open the item’s cost card.
3. Review the available fields and update the information as needed.
4. Make any required changes to the item’s pricing, markup, description, cost code, or other available details.
5. Save the changes.

Using the cost card allows you to make more detailed adjustments to an individual line item.

Remove a Line Item

If an item is no longer part of the Change Order:

1. Locate the line item you want to remove.
2. Use the available action or delete option for that line item.
3. Confirm the removal if prompted.

Removing an unnecessary line item will reduce the Change Order amount accordingly.

Add a New Line Item

If the Change Order needs additional work or costs:

1. Click Add Item to Change Order.
2. Select the appropriate option for adding the item.
3. Depending on the option selected, import an existing item or enter the details for a new line item.
4. Enter the required quantity, unit cost, markup, and other applicable information.
5. Save the item.

The new line item will be added to the Change Order and included in the updated amount.

Review the Updated Amount

After making your changes:

1. Review all Change Order line items.
2. Confirm that the quantities, unit costs, and other pricing information are correct.
3. Verify that the Change Order total reflects the intended amount.
4. Save the Change Order.

Example

Suppose a Change Order originally includes:

Concrete: 10 units × $100 = $1,000

• If the required quantity increases to 15 units, simply update the QTY from 10 to 15. The line-item amount will recalculate based on the updated quantity.

Important

• Before submitting or approving the Change Order, review the updated amount and all line items carefully. If the Change Order has already moved to a status that restricts editing, you may need to follow the appropriate workflow for making further changes.