Change Orders¶

LOGIN TO BUILDERTREND¶

1. Open the applicable project.

Drafting a Change Order¶

1. Under the “Project Management” tab, select “Change Orders.”
2. On the right side, click the blue “+ Change Order” button.
3. Enter the change order title in the “Title” box. The ID# will auto-assign based on the change order number in Buildertrend.
4. Set an approval deadline based on when the change order needs to be executed before work is completed.
5. Ensure the “Line Items” box is selected and check the “show line items to owner” checkbox.
6. Click the blue “+” icon under items.
7. Add an applicable title, cost type, and cost code that corresponds to the project estimate. Add a 30% markup on each line item unless otherwise directed. - Note: The description will show up on the owner change order. Internal notes will not.
8. Select “add” to include any applicable attachments as backup. These will be included when releasing the change order to the owner.
9. Enter the change order description visible to the owner.

Sending a Change Order¶

1. Click “Save & Release” at the bottom to send it to the owner. Ensure the “Notify owner” box is checked after releasing.

Documenting a Change Order¶

1. Once the owner signs the change order, open the approved change order in Buildertrend and click the “Approve” button. This action will add it to the project budget and allow for billing.
2. Go to “files” at the top of the home screen and select “Documents.”
3. Open the folder titled “1. Owner Documents” and “Owner Change Orders.”
4. Upload the executed owner change order titled with the project number_change order description_change order number_EXEC. - Example: P24008_Additional Backing_CO#001_EXEC

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The current version is as of the date issued above. Any amendments to this policy will be distributed promptly and will supersede any previous versions.