Creating a Potential Change Order (PCO)

Use this checklist to create a PCO from your project dashboard, add related items and contracts, attach pricing/docs, and submit it into the approval flow.

Steps:

• Go to your project dashboard in eComm.

• Open Item Logs and choose Proposed Change Order (PCO).

• Click Post New (above the item log). 

• Enter a clear Description for the PCO. 

• Choose the Reason for Change. 

• If applicable, decide whether to apply the PCO to a Contingency Fund (Yes/No).

• Click Add Related Item, pick the needed item in the popup, then Add Related Items. 

• Select the appropriate Related Contract / Allowance / Contingencies. 

• Enter Contractor Quote, Final Price, and the RFP Scope (if relevant). 

• (Optional) Attach supporting documents by drag-and-drop or Browse.

• Click Create (bottom of the page). 

• If an RFP is needed, click Create RFP in the Contracts/Allowances/Contingencies table. 

• For each selected contract, set a Status (this is required whether or not an RFP exists; Approve/Reject will close an open RFP). 

• Set the overall PCO Status: choose Pending to move forward in approvals; Approved or Rejected will close the PCO.

• eSign your name exactly as it appears in eComm in the Digital Signature field. 

• Click Save and Submit to be able to review or Save and Close to finish; the PCO will either close or move to the next required processor depending on your workflow requirements.