Managing Change Orders

Change Orders (COs) document agreed changes to the original contract scope, schedule, or cost. In TraxPhase, change orders can be linked to the RFIs that prompted them and affect the project's contracted amounts when executed.

Steps

1. Open the project and go to Change Orders

Navigate to your project and click the Change Orders tab.

2. Create a new Change Order

Click New Change Order. A new change order is created with a pending number (PCO-N). Fill in:

• Reason — a description of what changed and why
• Days added — schedule impact, if any

3. Add scope (line items)

Add the line items that define the dollar value of the change. Each line item represents a scope addition or reduction. The total value of the change order is the sum of these line items.

4. Link related RFIs (optional)

If this change order was prompted by one or more RFIs, click Link in the RFIs section and select the relevant requests. Linking keeps a clear audit trail from question to approved change.

5. Mark executed when agreed

Once all parties agree on the scope and amount, click Mark executed. The change order is assigned a final executed number (CO-N) and the contracted values update immediately.

Change Order Statuses

How Change Orders Affect Pay Apps

Executed change orders increase the contracted value for the affected line items. Your next pay app will reflect the updated scheduled values. You cannot bill above the contracted amount — TraxPhase enforces this automatically.