Managing Change Order Requests
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      2. Managing Change Order Requests

      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

      The Pre-Filled CSV Import Template provides an example of how the data should be entered to make sure your import is successful!

      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:

      1. Placeholder - Placeholder
      2. Placeholder - ROM
      3. Placeholder - On Hold
      4. Placeholder - Estimate
      5. Placeholder - Potential CO
      6. Void - Void
      7. Void - Revise & Resubmit
      8. Void - Claim
      9. Void - Rejected
      10. In Review - In Review
      11. In Review - Revise & Resubmit
      12. In Review - On Hold
      13. In Review - ROM
      14. In Review - Potential CO
      15. In Review - Estimate
      16. In Review - Claim
      17. In Review - Pending 
      18. In Review - Pending Pricing
      19. In Review - Pending Owner Review
      20. In Review - Pending Approvals
      21. Approved To Proceed - Approved To Proceed
      22. Approved To Proceed - Approved
      23. Approved To Proceed - On Hold
      24. Approved To Proceed - Pending
      25. Approved To Proceed - Pending Pricing
      26. Approved To Proceed - Pending Owner Review
      27. Approved To Proceed - Pending Approvals
      28. Approved CO Issued - Approved CO Issued

      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

      The Pre-Filled CSV Import Template provides an example of how the data should be entered to make sure your import is successful!

      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:

      1. Placeholder - Placeholder
      2. Placeholder - ROM
      3. Placeholder - On Hold
      4. Placeholder - Estimate
      5. Placeholder - Potential CO
      6. Void - Void
      7. Void - Revise & Resubmit
      8. Void - Claim
      9. Void - Rejected
      10. In Review - In Review
      11. In Review - Revise & Resubmit
      12. In Review - On Hold
      13. In Review - ROM
      14. In Review - Potential CO
      15. In Review - Estimate
      16. In Review - Claim
      17. In Review - Pending 
      18. In Review - Pending Pricing
      19. In Review - Pending Owner Review
      20. In Review - Pending Approvals
      21. Approved To Proceed - Approved To Proceed
      22. Approved To Proceed - Approved
      23. Approved To Proceed - On Hold
      24. Approved To Proceed - Pending
      25. Approved To Proceed - Pending Pricing
      26. Approved To Proceed - Pending Owner Review
      27. Approved To Proceed - Pending Approvals
      28. Approved CO Issued - Approved CO Issued

      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!