Create a Potential Change Order in eComm

This guide walks you through how to initiate a PCO in eComm—adding related items, assigning contracts, entering estimated costs and details, generating RFPs, and submitting the PCO into the approval workflow.

Steps:

• Open your project dashboard and go to Item Logs → Proposed Change Order (PCO)

• Click the Post New / + New PCO button

• Enter a Description for what the change involves

• Select the Reason for Change (e.g. unforeseen condition, design revision)

• If your project uses contingencies, choose whether to apply it to a Contingency Fund

• Click Add Related Item, pick items that are affected, and confirm

• Choose the Related Contract / Allowance / Contingency for the PCO

• Optionally enter an Estimated Price (can be updated later)

• Fill out or leave blank the Contractor Quote field (depends on whether pricing is known)

• Add any RFP Scope / Scope of Work notes to clarify expectations

• (Optional) Attach supporting documents or files

• Click Create to save the PCO (but not yet finalize it)

• If pricing is needed, click Generate RFP on selected contract entries to request quotes

• For each contract entry, set the Status (Pending, Approved, Rejected) as required

• Sign digitally by typing your name exactly as recorded in eComm into the Digital Signature field

• Decide whether to Save and Submit, or Save and Close (if you plan to return)

• Once submitted, the PCO moves into the architect/owner review chain