Subcontract Change Orders

Subcontract; standard Treeview path: CMiC Field > Budget and Cost Management > Subcontract > Change Orders tab

Subcontract Change Orders (SCCOs) can be added to posted subcontract records. These can be used to amend subcontracts after they have been posted without having to create a new record. This then creates a log of how the subcontract record changes over time.

SCCOs are created in the Subcontract Entry screen by pressing the [Create SC Change] button, as shown above. Please note that this button is only available for subcontracts with a status of "Posted" or "In Process".

Subcontract Change Orders; standard Treeview path: CMiC Field > Budget and Cost Management > Subcontract Change Orders

The Subcontract Change Order screen is a log that shows all SCCOs for the current project. This screen can not be used to create new SCCOs, however existing SCCOs can be edited here by clicking on the desired change order row and pressing the [Edit] button.

Users can also print selected SCCOs in English or French by pressing the [Print] button.

Creating a New SCCO

Press the [Create SC Change] button to bring up the screen below.

Creating a new SCCO; standard Treeview path: CMiC Field > Budget and Cost Management > Subcontract > Change Orders tab - [Create SC Change]

Subcontract

Most fields in this section inherit their values from the Subcontract Detail tab. Any exceptions to this rule are noted below.

SCCO Number

This number is the ID of the subcontract, followed by the SCCO number. By default the SCCO number is the number of the last SCCO plus one, although this can be changed here.

Pay Request – Checkbox

Press this checkbox to link the SCCO to the GCS Pay Request module.

Created, Posted

These fields display the creation and posting dates for the SCCO.

Accounting Description

This field inherits from the Description field in the Subcontract ID section of the Subcontracts screen.

Scope of Work

Enter the full scope of the SCCO.

Scope of Work Details

Enter details regarding the full scope of the work for the SCCO.

User-Defined

This section displays user-defined fields for the SCCO entry screen created in User-Defined Fields screen.

Schedule Of Values

Add SOV Lines in the Schedule Of Values section by pressing the Plus icon (). SCCO SOVs are similar to SOVs for regular subcontracts. Any columns that appear only for SCCOs are listed below. For more information on this section, please refer to Subcontract Schedule of Values.

Summary

This section provides a summary for the SCCO and its impact on the original subcontract.

Prequalification

Key Dates

This section is used to manually enter or edit the key dates the SCCO was issued, received, and executed.

Rollup Change Item Lines In SC Change Orders

The Change Management Control checkbox, 'Rollup Change Item Lines In SC Change Orders', if set, will summarize by job/phase/category/WM any PCI lines that are pulled into a subcontract change order, after being selected from the change items LOV. If the user selects the wrong PCIs or needs to add another PCI to an existing SC line, all lines on the SC change order will need to be deleted.

The user is able to select which PCI lines to include in the change order, and when the [Accept] button is activated on the LOV, the system builds the SC lines by combining all PCIs that have the same job/phase/category and WM. The change order task and description is set to “Multiple”, which the user can then override.

NOTE: When this flag is set, there can be no linkage to subcontract change codes within PCIs – the PCI Entry screen does not allow the user to enter a subcontract change code or task code. The PCI can only be pulled into the subcontract change order.