PCO Details tab

Below the header on the PCO record, there are tabs for capturing the PCO’s details, costs, and supporting documentation.

The PCO Details tab contains the identifying information you entered on the Assign to potential change order window, along with a listing of the issues associated with the PCO, and the option to convert the PCO to a CCO.

Overview – PCO Details Tab

Title

Description
1 PCO navigation Lets you navigate to other PCOs without having to go back to the PCO log. Click the arrow to see a list of PCOs, and then select one. The selected PCO opens in the same window.

2

PCO ID

Free text entry field carried over from filling out the Assign to potential change order window.
3 PCO Name Free text entry field carried over from filling out the Assign to potential change order window.

4

Alternate ID

Free text entry can be used as a subset to your PCO ID.

5

 PCO start date The date that work on the PCO started. You can use a start date that is different from the created date when the day work on a PCO was started is different from when the PCO was created. The PCO aging days open column on the PCO log uses the start date instead of the created date to give a more accurate count.
6

Description of change

Free text entry for describing the PCO, carried over from filling out the Assign to potential change order window. You can use the Expand icon to expand the text box for easy text entry and viewing. You can then collapse the text box when you are finished.
7

Change orders

Clicking this link converts the PCO to a Client Change Order (CCO).

8

 Additional details

Sections for Schedule impact, Responsible parties, Correspondence, Request for information, Tasks, Revenue category, and Custom fields.
9

Associations

  • List of issues that were associated to the PCO for creation

  • Click the ID-Name link to go back to the issue Details screen 

  • Issue Details show the PCO ID for the issue the PCO is tied to

  • Cost information is available in the Current value, Cost, Billing Markup, Markup, Markup %, Deductions, and Net value columns

  • Click the Add associated issue icon to add additional issues to PCO if they are not assigned to an existing PCO or CCO

  • You can also remove issues from the PCO from here
10 Potential change order terms Terms specific to the PCO. You can add up to two terms. You can use the Expand icon to expand the term text boxes for easy text entry and viewing. You can then collapse the text boxes when you are finished.
11 eSign Lists of eSign recipients and Project contacts that default as signees for an eSignature via a provider, such as DocuSign. When custom labels are used for contacts in InEight Platform project details, Change uses the labels in the Project contacts section. The labels are also used in the Send for signature dialog box.

eSign

The eSign section lets you view or add recipients to be used as default eSign signees. This section has subsections for eSign and Project contacts. All signees must be added to at least one section.

  • Names in the eSign section are populated from the project eSign setup tab (Project settings > Change> Configurations > eSign setup). You can also manually enter the names of the signees.

  • Names in the Project contacts section are populated with contact information from project contacts set at the suite administration level. This section is for reference only. If you want to add or change recipients, you must edit the Project contacts section of the Project details.

Additional details

The Additional details section has expandable subsections for the following features:

  • Schedule impact

  • Responsible parties

  • Correspondence

  • Request for information

  • Tasks

  • Revenue category

  • Custom fields

Schedule impact

The Schedule impact section includes the requested time extension. When there is only one issue associated to the PCO, the issue delay days populates this field. When there is more than one issue associated, the field is blank. You can add forecasted days in the Forecast field.

Correspondence

Use the Correspondence section to track the following:

  • PCO Date client notified. An information icon in the Date column shows the specific supporting document that must be attached to populate the date. You can add the document on the Supporting documents page. After a document is added, a link is shown in the File/Link column.

  • PCO Date price to client. An information icon in the Date column shows the specific supporting document that must be attached to populate the date. You can add the document on the Supporting documents page. After a document is added, a link is shown in the File/Link column.

  • PCO Client approval date. You can enter a client approval date.

  • Executed change order. An information icon in the Date column shows the specific supporting document that must be attached to populate the date. You can add the document on the Supporting documents page. After a document is added, a link is shown in the File/Link column.

Request for information

The Request for information fields are assigned by a supporting document of type RFI. The heading for the Request for Information section includes a counter so you can quickly see the number of associated RFIs the PCO has.

Tasks

The Tasks section shows all tasks assigned in InEight Compliance for the PCO. For each task, the section shows the task name with a link to the task, the name of the person assigned to the task, the due date, and the current state. Overdue tasks show in red in both the Due date and State columns. Pending tasks show in yellow in the State column. Completed tasks show in green in the State column.

Custom fields

Custom fields include PCO custom lists 1 and 2 and PCO custom fields 1-4.