Link Approved Change Orders to Contact & Invoicing

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Project Management Change Orders
Change Orders
Contract & Invoicing

Instructions for Linking an Approved Change Order with Contract & Invoicing

The Tekla PowerFab Project Management module allows you to track change orders, contracts, and invoicing amongst other features. You can link an approved change order to your schedule of values as part of a contract item so the data will automatically feed into your contract and invoice. The following instructions will guide you through the process of linking your approved change order.

First, you need to have a contract item for change orders in your contract. When you are in your project management job, click the ‘Contract & Invoicing’ button, this will open the Contract and Invoicing screen. Next click the ‘Contract’ button which will open the Contract Items window.

 

 

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Next, click the ‘New Contract Item’ button in the lower left.

 

 

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Make the description ‘Change Orders’. Keep this description general because all approved change orders will feed into this contract item. For ‘Type’, select ‘Change Order’ from the type drop down. Use ‘Notes’ to add any other information you need.  Click ‘Save’.
 

 

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Second, you need to link the approved change order to the contract item you just created. Go back to the project management screen for the job and Click the ‘Change Orders’ button. Select the approved change order you want to link.

Make sure the ‘Approved’ check box in the lower right corner is checked. Next, you need select ‘Change Orders’ as the contract item. If this isn't showing as in input field, you'll need to add it. To do this go to maintenance at the top ribbon, then project management > Change Order: Edit Input Fields.

This will open the Change Order Input Fields/Edit Types window. Click ‘Edit Types’.  Select ‘Contract Item’ in the available fields box and either double click it or click the right arrow to move it to the included fields box and click save. Click save in the Change Order Input Fields/Edit Types window.
 

 

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You will need to close out of the change order screen and go back into it to refresh it so the contract item field will show. Now you should have the "Contract Item" drop-down in the lower right of the screen. Select "Change orders" click edit or hit F4.

 

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Your approved change order will now show in ‘Approved Change Orders in Contract’ when you click the ‘Contract & Invoicing’ button in the Project Management: Job window.

 

 

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 The approved change order will also show in the invoice as well. Selecting the report “AIA G703 – w/ Change Orders” will have a line item for the “Change Orders” contract item with multiple approved change orders broken out below it.

 

 

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