To create a Change Order (CO) for a project, go to the “Details > Change Orders” tab in the Project view. Click “New change order” in the top-right corner and this will open the modal for creating the CO.
Choose whether the CO is External or Internal, type in a name for the CO, and click “Create.” This will create and open the CO, and you will see all the items in the project as seen in the BoM view.
Now, go to the exact location, system, or phase where you want to add, remove, or substitute an item and start making the changes.
Cloud CO supports the following types of changes:
Changing the item quantity
To change the item quantity, click the item, click “Change quantity” in the side panel, and change the item quantity.
The additional quantity of the item will be displayed in a separate row. If the quantity was increased, you will see a Green “Added” label in the new row. If the quantity was decreased, you will see a Red “Removed” label.
In this example, we changed the quantity of the Laser Projector to “2,” and this added a new row for the second projector.
Adding new item(s)
To add a new item (product, labor type, or package) to the project, type in the first few characters of the item in the Search bar and add the item.
Newly added items will be displayed in Green and show an “Added” label. Any labor added with the new item will also be shown in Green in the Labor Summary section.
In this example, we added a Luma camera in the Backyard with 30 minutes of labor for installation.
If you want to add an item to other locations, you can click “Copy items” in the side panel of the item and add it to the required locations.
If you want to add accessories under an item, click “Add accessories” in the side panel of the item and add them.
Replacing an item
To replace an item, click the item, and then click “Replace” in the side panel. This will open the “Find and Replace” Assistant.
The process of replacing items as CO changes is similar to replacing items in a quote. You can choose to replace the item in one or more locations.
Check out this article for more details about replacing items in the quote.
When an item is replaced, the original item will show a Red “Replaced” label and the new one will show a Green “Added” label.
In this example, we replaced the Samsung TV with a Sony TV in the Primary Bedroom.
Removing an item
To remove an item from the BoM, click the “Delete” icon in the rightmost corner of the item row.
Cloud will show a confirmation modal to choose whether to:
Remove both the product and associated labor.
Only the product (this is for when the product was installed and/or programmed and was later marked for removal from the project.)
Select an option and click "Yes, remove." The deleted item will show a Red “Removed” label.
Applying a discount on an item
While this cannot directly apply a discount on an item that is already in the BoM, you can remove the item and re-add the same item.
In the side panel of the re-added item, you can apply the discount.
Changing the Labor hours of an item
While this cannot be done to an item that is already in the BoM, you can remove the item and re-add the same item.
In the side panel of the readded item, you can update the labor hours for the item.