Bulk Uploading Change Order Requests (CORs)

Have a large number of CORs to upload? Our Bulk Upload feature helps you add them quickly and easily

Table of Contents

Bulk Upload CORs

Bulk Upload CORs using Template

Bulk Upload Contractor CORs

Bulk Upload Contractor CORs using Template

Bulk Upload your CORs

On your Sent COR log, click Manage Log and click Bulk Upload CORs

Select your project and click Next

You are now on the Bulk Upload Screen. The first row auto-populates your next COR #

Complete the remaining fields for your COR 

 

Make note, your selected Status determines required fields and any missing fields are highlighted in red

You can also add a file to your COR by clicking the Upload PDF button

To add more CORs, click Add Row

You can also attach any available Labels

When ready, click Finish

You receive an onscreen status message ...

and are taken to your COR log upon completion where you can see your newly added CORs! 

 

Bulk Uploading your CORs using Template

Navigate to the Bulk Upload screen

Click Actions to see a list of available Templates

Notice there are two lines of data from columns E to L. This shows you the acceptable formats for each column. For example, in column E, or Date Submitted, you can enter your Date as 12/16/2023 (month/day/year) OR 2023-12-16 (year-month-day). 

Additionally, Column F is your Status and Stage column. For importing Status and Stage, input the corresponding status/stage # from the below list. For example, by entering “2” the status will be Placeholder and the stage will be ROM. Below is the field mapping:

 

Once your template is ready, click Import, select your file, and click open. Your CORs are now added! Any errors appear in red

When you are ready, click Finish

You receive an onscreen status message ...

And are taken to your Sent COR log where you can see your newly added CORs! 

 

Bulk Uploading Contractor CORs

On your Received COR log, click Manage Log, and click Bulk Upload Contractor CORs

Select your Project, Contract, and click Next

Complete the fields, add any additional rows, and click Finish when complete

You receive an onscreen status message ...

and are taken to your Received log where you can see your newly added Contractor CORs! 

 

Bulk Upload Contractor CORs using Template

On your Received COR log, click Manage Log, and click Bulk Upload Contractor CORs

Select your Project, Contract, and click Next

On this screen, click Actions to see a list of available Templates

Notice there are two lines of data from columns E to L. This shows you the acceptable formats for each column. For example, in column E, or Date Submitted, you can enter your Date as 12/16/2023 (month/day/year) OR 2023-12-16 (year-month-day). 

Additionally, Column F is your Status and Stage column. For importing Status and Stage, input the corresponding status/stage # from the below list. For example, by entering “2” the status will be Placeholder and the stage will be ROM. Below is the field mapping:

 

 

Once your template is ready, click Import, select your file, and click open. Your CORs are now added! Any errors appear in red

When you are ready, click Finish and you are taken to your COR log!