Change Order

Learn how to manage change orders in Cost Management.

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About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Change Order!

In this course, we’ll go over how to configure your project Change Order settings along with managing a change order from inception to approval and execution. By completing all modules, you will feel confident using Cost Management to manage project change orders.

Who should take this course?

This course is designed for project team members who are involved in the change order management process.

We’ll cover:

  • Change Order settings
  • Change order management
  • Change order workflows

Curriculum67 min

  • Introduction to "Change Order" 2 min
  • "Change Order" Workflow 3 min
  • Setting Up
  • Configuring Number Format and Dates 3 min
  • Creating Financial Markup Formulas 4 min
  • Configuring Change Order Types 3 min
  • Configuring Required Fields 2 min
  • Defining Scope for PCOs and Cost Items 1 min
  • Creating Approval Workflows for "Change Order" 4 min
  • Creating Document Templates for "Change Order" 3 min
  • Variables in Cost Management 2 min
  • Configuring Custom Attributes for "Change Order" 3 min
  • Customizing Default Email Messages for "Change Order" 1 min
  • Cost Items
  • Adding and Managing Cost Items 3 min
  • Configuring Subitems 2 min
  • Creating Change Orders
  • Configuring Project Process for "Change Order" 3 min
  • Generating a Potential Change Order 3 min
  • Editing and Exporting a Potential Change Order 4 min
  • Downstream Change Orders
  • Generating a Request for Quotation 3 min
  • Editing and Sending a Request for Quotation 4 min
  • Generating a Subcontractor Change Order 3 min
  • Editing and Sending a Subcontractor Change Order 3 min
  • Upstream Change Orders
  • Generating a Change Order Request 2 min
  • Editing and Sending a Change Order Request 2 min
  • Generating an Owner Change Order 2 min
  • Editing and Sending an Owner Change Order 4 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Change Order!

In this course, we’ll go over how to configure your project Change Order settings along with managing a change order from inception to approval and execution. By completing all modules, you will feel confident using Cost Management to manage project change orders.

Who should take this course?

This course is designed for project team members who are involved in the change order management process.

We’ll cover:

  • Change Order settings
  • Change order management
  • Change order workflows

Curriculum67 min

  • Introduction to "Change Order" 2 min
  • "Change Order" Workflow 3 min
  • Setting Up
  • Configuring Number Format and Dates 3 min
  • Creating Financial Markup Formulas 4 min
  • Configuring Change Order Types 3 min
  • Configuring Required Fields 2 min
  • Defining Scope for PCOs and Cost Items 1 min
  • Creating Approval Workflows for "Change Order" 4 min
  • Creating Document Templates for "Change Order" 3 min
  • Variables in Cost Management 2 min
  • Configuring Custom Attributes for "Change Order" 3 min
  • Customizing Default Email Messages for "Change Order" 1 min
  • Cost Items
  • Adding and Managing Cost Items 3 min
  • Configuring Subitems 2 min
  • Creating Change Orders
  • Configuring Project Process for "Change Order" 3 min
  • Generating a Potential Change Order 3 min
  • Editing and Exporting a Potential Change Order 4 min
  • Downstream Change Orders
  • Generating a Request for Quotation 3 min
  • Editing and Sending a Request for Quotation 4 min
  • Generating a Subcontractor Change Order 3 min
  • Editing and Sending a Subcontractor Change Order 3 min
  • Upstream Change Orders
  • Generating a Change Order Request 2 min
  • Editing and Sending a Change Order Request 2 min
  • Generating an Owner Change Order 2 min
  • Editing and Sending an Owner Change Order 4 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the Courses page. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

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