View Global Change Order Statistics

The Project Portfolio Change Order report provides a statistical overview of the number of change orders generated and approved for the projects you manage. The table intuitively breaks down the number of items based on their statuses and criticality. The report also provides shortcuts to the respective projects' change order modules.

Roles and Permissions: The Project Portfolio report is available only to users with 'View' permission for the portfolio reports enabled in their role.

View the portfolio Change Order report

• Login to your project portfolio management console
• Click 'Budget' on the top, then select 'Change Orders' on the left

• Project - The name of the project. Click the name to open the 'Change Order' module of the respective project. See View Submittals for more details.
• Total Change Order Items - The grand total number of change orders pertaining to the project 
• Overdue - The number of change orders that are yet to be closed, but their due dates have past
• Status
  • Rejected - The change orders that are declined by the general contractor.
  • Waiting for Bids -  The change orders that are forwarded to the subcontractors and awaiting their cost estimates
  • Draft - The change orders that are created by you but are yet to be processed
  • Accepted - The change orders whose cost estimates are processed and accepted by the GC but are yet to be closed
  • Owner Rejected - The change orders that are declined by the owner
  • Process Bids - The change orders whose cost estimates are awaiting processing by the GC
  • Routed to Owner - The change orders that are awaiting approval from the owner 
  • Closed Bids - The change orders whose cost estimates are processed, accepted, and approved by the GC 
• Priority - Shows the numbers of submittals with different criticality levels - 'High,' 'Medium,' and 'Low.'

Search and filter options:

• Use the 'Search' box at the top left to find the projects or projects with a specified number of change orders in any category by using the name or number as search criteria
• Click the icon to select the projects to show or hide in the list
• Click the icon at the top-right to select the columns to show or hide

 Download the report

• Click the  icon at the top-right to download the list portfolio change order report as an Excel file