Change Order Requests

User Personas: Project Manager | Field User

The Change Order Requests (COR) tool enables you to track and manage necessary changes in your project scope. The COR log helps you to monitor outstanding requests and ensure a quick turnaround on approvals to reduce delays on the job as well as track the impact of changes to the overall project budget.

To perform the actions described in this article, you must have the Change Order Requests - General Permissions, Share, and Change Status to Approved permissions.

Use the links below to jump to a topic:

• View and Manage the COR Log
  • COR Log Features
  • Download, Generate a PDF, and Email a COR
    • Email COR
    • PDF Display Options
  • COR Statuses and Stages
  • Status and Budget Tabs
  • Export the COR Log
• Create COR
  • COR Sections
    • Revisions
  • Worksheet Tab Features
  • Summary Tab Features
• Add Pricing to COR
  • Add Itemized Prices
  • Add Per Category Prices
  • Add a Lump Sum Price
  • Add a Credit Value
• Add Markups to COR
  • Hidden Markups
  • Category, Tax and Compound Markups
• Approve COR
• Manage CORs
• COR Settings
• ℹ️ COR Calculation: Classic vs Fusion
• Permissions
• FAQ

If your organization uses the eSUB Public API to connect Fusion to an external system, Change Order Requests may show additional integration behavior: a Submit action, integration status chips, and locking after submission. See Public API - Document Submission and Locking for details. If your organization does not use the Public API, none of this appears on your Change Order Requests.

View and Manage the COR Log

1. Select Projects on the global navigation menu, then select the desired project from the list.
2. Select Change Order Requests from the slide-out menu.
   • Select the Status or Budget tab depending on the items you wish to manage.
3. Use the sort and filter controls on the log to refine the list.
4. Select a COR to view it.

COR Log Features

Search, Sort, and Filter the Log

• Use the Search bar at the top of the page to enter your search criteria.
• The filter funnels in the column-header can be used to make your desired filtering selections.
  • Clicking on the column-header description will allow you to sort the data in the log in ascending or descending modes based on the contents of the column.
• For additional filter options, select the filter funnel in the upper-right hand side of the log

• To quickly adjust the status of a COR, select the corresponding status badge drop-down.

  

• Additional details can be viewed by selecting the vertical expand and collapse buttons on any CORs in the log.

• Alternatively, all COR details can be expanded/collapsed by selecting the Expand/Collapse All toggle.
• Previous versions of revised CORs can be hidden or shown with the Show Revised On/Off toggle.

See the Navigating through the eSUB Fusion Interface article.

Download, Generate a PDF, and Email a COR

1. Select the 3-dot button in line with the applicable document from the log page, then select View PDF. Alternatively, selecting your desired COR and selecting the View PDF or Email buttons will have the same effect.

   

2. Select appropriate display options, media attachments, other files, and whether the PDF will include a markup summary table and/or a Reservation of Rights, then select Done.
3. Review the generated PDF in the viewer. If the preview is acceptable, select Download to save it, or select Email to send it directly from the viewer. Your PDF selections carry over into the email.
   • To change the included options, select Configure and repeat step 2.

See the Document Downloads and Exports and Emailing Documents articles.

Email COR

1. Select the three-dot button from the log page, then select Email.
2. Select appropriate display options, media attachments, other files, and whether the PDF will include a markup summary table and/or a Reservation of Rights.
3. Compose the email adding recipients and additional comments, then select Send.

See the Emailing Documents article.

Use the 3-dot button on a document from the log page to quickly access actions for the document, such as Revise, View PDF, or Email.

PDF Display Options

When emailing or generating a PDF of the document, PDF display options let you customize the PDF output to suit your needs.

Select the preferred display of the pricing details of the COR. Certain details can be hidden or shown depending on your needs and preference:

COR Statuses and Stages

Documents with an approval process or of a time-sensitive nature have additional features (e.g. Send by, Respond by, Date approved, displayed on the log page so that the most pertinent information is available at-a-glance.

Stages and Statuses

The status shows where a change order is in its lifecycle. On the log, statuses are grouped into four stages so you can see at a glance what needs attention.

Status and Budget Tabs

For Approved CORs, the Approved Amount reflects the value input on the Approved Amount field in the General tab of the COR.

Export the COR Log

The COR log can be exported as an Excel file and includes all the info displayed in the Status tab of the log.

Filtering first will save time and make your export cleaner.

1. Select the Actions button and select the desired export option.
   • The log can be exported in .csv, .xlsx formats
   • A project Change Order Status Report in .xlsx format can also be downloaded which can easily be used in GC/Client meetings.

The log file will download to your default downloads folder.

For more information, see the Document Downloads and Exports article.

Create COR

1. Select Projects on the global navigation menu, then select the desired project from the list.
2. Select Change Order Requests from the slide-out menu.
3. Select Actions, then Add Change Order Request.
4. Fill in the fields as desired (see below), then select Save.

COR Sections

See the sections below for additional information on the various sections of the COR document.

Revisions

Revisions allow you to make corrections or updates to the document while also keeping a record of the previous versions. Document revisions will have R1, R2, R3, etc. appended to the document number field so that they can be easily identified. Older document revisions are not editable, but they can still be emailed or downloaded as PDF.

Use the Show Revised Off toggle option to hide old revisions from the log.

Worksheet Tab Features

Labor rates will automatically populate when selecting a labor class on Labor line items as long as the project has an assigned Rate Template with pre-configured labor rates.

Summary Tab Features

If using the Category Override or Lump Sum fields on the COR Summary tab, be sure to select either Category Summary or Lump Sum display options respectively when PDFing or emailing the COR.

Add Pricing to COR

CORs have several pricing breakout options to choose from depending on how much pricing detail you would like to provide. Choose from the following options:

Add Itemized Prices

While creating or editing a COR:

1. Select the Worksheet tab, then enter line item details under the desired category:
   1. Select a cost code and enter the item descriptors such as labor class, number of workers, material type and units of measure, etc. as needed.
      • Note: You must hit Tab on your keyboard to save a manually entered Labor description before moving to another field.
   2. Use the Rate/Price and Hours/Qty fields to calculate the cost of the item.
   3. Use the Markup field to add a hidden markup percentage to the item, or manually enter a Sell Price for the item.
   4. Enter Notes per item as needed.
2. Select + Add Row to create additional items under the desired category as needed.
3. Select Save when finished.

A cost code is not required on COR line items, but is strongly recommended to give you more granular detail in your project reports.

Add Per Category Prices

While creating or editing a COR:

1. Select the Summary tab.
2. In the Override column, enter the price override per category as needed.
3. Select Save when finished.

Add a Lump Sum Price

While creating or editing a COR:

1. Select the Summary tab.
2. In the Lump Sum Override field, enter the lump sum price for the COR.
3. Select Save when finished.

Add a Credit Value

The currency and quantity fields in the COR tool are flexible and allow for the input of negative values, for the purpose of generating credits against the budget. Choose the field you want to use for a negative value depending on how you want it to appear in your COR PDF and in the project budget.

Add Markups to COR

COR markup options are flexible to suit a range of needs. The types of markups available on the COR are:

Hidden Markups

A hidden markup refers to a rate or cost that you want to charge at a higher value to the owner. For example, your materials cost $625 due to a discount agreement between you and your supplier, but you want to charge the owner the standard rate for the materials.

1. Select the Worksheet tab, then use the Markup or Sell Rate field to add the value the owner should see on the Change Order.
   • Enter a Sell Price for the rate that should be charged to the owner, or
   • Enter a Markup % and the Sell Price field will auto-generate.
2. Select Save when finished.

The difference between the Total and the Cost is your additional profit margin once the COR is approved.

The difference between the Total and the Cost is your additional profit margin once the COR is approved.

Category, Tax, and Compound Markups

These markups are entered on the Summary tab after the line-item breakdown is complete. 

Enter your values, then select Save.

To save time on future CORs, set default category markups in Project Settings.

1. Select Settings > Documents on the Project slide-out menu.
2. Select Change Orders,then Edit.
3. Enter your Default COR Summary Markups.
4. Select Save.

Compound Markups

With Compound Markups unchecked: Each markup you enter is calculated on the base cost and the results are added together. 

With Compound Markups checked/enabled: Each markup is applied to the running total instead, so every markup builds on the ones before it. 

Compounding produces a higher marked-up total, so use it only when your contract or owner agrees to this calculation method.

Want your customer to see the exact markups you applied? Include the Summary Table when generating or emailing the COR PDF. See PDF Display Options above.

Approve COR

Adjustments to the project budget are made through the approval of change orders in the COR log. A COR will not reflect on the project budget until it is placed into Approved status and the Approved Amount is recorded.

While creating or editing a COR:

1. Open the COR and select Edit.
2. On the General Info, select Approved in the Status field.
3. Enter the Date Approved, Approved Amount, and Approval No. as needed. To record a credit, enter a negative value in the Approved Amount field.
4. Select Save when finished.

To see your approved Change Order totals reflect in the Budget tab in the log, enter the Approved Amount on the General Info tab of the COR.

On projects using the Schedule of Values, approved CORs automatically appear in the Approved Change Orders group at the bottom of the project's SOV, with no manual entry needed. The line item is added, updated, or removed automatically as the COR's approval status changes. See the SOV & Progress Billing article.

Manage CORs

COR Settings

A project manager or administrator can toggle project-specific COR settings. See the Project Settings article.

ℹ️ COR Calculation: Classic vs Fusion

If you are moving from eSUB Classic, your COR grand total in Fusion matches what Classic produced. Fusion calculates and displays the breakdown differently so you can see exactly how profit, burden, and tax are applied. Some major changes include: 

• How labor markup is broken out.
• When sales tax is applied to materials and equipment.
• When itemizing Labor Category pricing, the Workers field in Fusion is for information only. It is NOT used in Fusion as in Classic to calculate the total labor cost. You must enter the total Labor Hours worked in Fusion to accurately represent the total Labor Cost.

Below is a summary of the changes in calculations between Classic and Fusion:

Here is the same labor line calculated both ways, using $4,240 base labor, a 32.5% burden, and a 30% profit markup:

Permissions

Administrators can adjust permissions; see Set Up User Permissions.

FAQ

Why aren’t my Change Orders appearing on the Job Cost Reports?

A change order only reaches the Approved Change Orders column once it is in Approved status. A COR does not affect the project budget until it is approved. See Approve COR.

Why can’t I type an email address directly into the To or Return To field?

Those fields draw from records rather than free text, so the recipient has to exist as an eSUB User or as a Contact first. See Create and Manage Contacts.

What is the difference between editing a COR and revising it?

Editing changes the current COR in place. Revising creates a new revision, appending R1, R2, and so on to the document number while preserving the previous version. Use a revision when you need a record of what changed. See Revisions and Manage CORs.

Which pricing option should I use on a COR?

It depends on how much detail you want to show. Itemized prices break the work out line by line on the Worksheet tab, per category prices override the total for a category on the Summary tab, and a lump sum override prices the whole COR as a single figure. See Add Pricing to COR.

Can I issue a credit on a COR?

Yes. The currency and quantity fields accept negative values, which generates a credit against the budget. See Add a Credit Value.