How to Edit and Delete Changes

This guide shows you how to update existing changes and permanently remove changes when they're no longer needed. You can edit change details, update contract line items, add new line items, and delete changes from your project.

Access the Update Change Form

Step 1: Open the Cost Module

• Click Cost in the left-hand navigation

Step 2: Select How to Open the Form

You can open a change form in two ways:

• From the Overall page: Expand the budget and contract containing the change, click the Action button next to the change, and select Edit Change
• From the Changes tab: Go to the Changes tab in the top navigation, locate the change in the register, click the Action button beside it, and select Edit Change

Editing a Change

Step 1: Update Change Details (H4)

• Make the necessary changes to the change fields (e.g., title, dates, amounts, status)

Step 2: Update Contract Line Items

• Scroll down to the contract line items section
• Click the chevron icon next to the contract name to expand and view line items
• To vary an existing Contract Line Item, enter or edit the value in the Change Amount column
  • If requested and approved amounts differ, enter or edit the requested value in the Preliminary Amount field

Step 3: Add New Line Items Through the Change

• Under New Line Items, enter the Change Name
  • Pre-existing contract changes are listed as "Other Commitments" but this can be renamed
• Enter the Change Amount and Preliminary Amount (if applicable)
• If applicable, set the Tax Rate in the Tax % column - rates pre-fill from Contract Tax Rate but can be changed per line item
• Click Add Contract Change to include multiple line items

Step 4: Add Supporting Information

• Scroll to the Notes section and add comments explaining your changes
• Click inside the Attached Documents box or drag and drop documents to attach them

Step 5: Save Your Changes

• Click the blue Update button in the bottom right corner
• A confirmation message will appear confirming your change was updated successfully

Result: All changes are saved and visible immediately in your project.

Deleting a Change

Step 1: Locate the Change to Delete

• Navigate to the Changes tab in the top navigation
• Locate the change you want to delete
• Click the Action button next to the change

Step 2: Delete the Change

• Select Delete Change from the dropdown menu
• Click the red Delete button in the confirmation pop-up

Result: The change is immediately removed from your project. This action cannot be undone.

Important: You cannot delete changes linked to payment applications. If the Delete option is grayed out, check for associated payments and delete those first.

Troubleshooting & FAQs

Q: What's the difference between Preliminary Amount and Change Amount?

Preliminary Amount represents the dollar value the contractor or consultant has requested in their change order request (COR) or proposed change order (PCO). Change Amount is the final value approved and authorized by the Owner or Project Manager in the formal change order (CO).

Q: Why should I add comments when editing changes?

Comments create an audit trail showing what changed and why. This helps your team understand change order history and supports project documentation requirements.

Q: How do I add multiple new line items to a change?

Use the + Add Contract Change button in the New Line Items section. Each click adds a new row where you can enter a change name and amounts. Add as many as needed.