Change Order Management for Construction and Job Contracting Projects | Track Project Changes, Costs, and Approvals with Change Orders
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 249.74
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Project (project) • Purchase (purchase) • Discuss (mail) • Invoicing (account) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 4935 |
| Technical Name |
construction_contracting_change_order |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Project (project) • Purchase (purchase) • Discuss (mail) • Invoicing (account) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 4935 |
| Technical Name |
construction_contracting_change_order |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Change Order Management for Construction and Job Contracting Projects | Track Project Changes, Costs, and Approvals with Change Orders
Job Contracting Change Order Workflow and Cost Management | Streamline Change Requests, Control Costs, and Maintain Project Profitability
The Job Contracting Construction Change Order Management application enables project, site, and sales teams to efficiently create, track, and manage change order requests for construction and job contracting projects. The system provides a structured workflow from Draft, Confirm, Approve, Customer Approve, and Done to Create Quotation, ensuring proper review, approval, and customer validation of project modifications.
Project managers can review and approve change orders to ensure alignment with project scope, budgets, and objectives. Users can generate professional PDF change order documents, send them to customers, and automatically store them in the chatter for complete traceability and audit history.
The application is fully integrated with the Sales module, allowing users to create sales quotations directly from approved change orders, streamlining the process of managing project variations and updated pricing. Smart buttons on Projects, Job Orders/Work Orders, and Customer forms provide quick access to related change orders, improving visibility, collaboration, and overall project change management.
Scope of the Module:The Job Contracting Construction Change Order Management application is designed to streamline the management of project modifications, variation requests, and scope changes within construction and job contracting projects. The module provides a centralized platform for project managers, site engineers, and sales teams to create, review, approve, and track change orders throughout the project lifecycle.
The application ensures that all project changes are properly documented, validated, and approved through a structured workflow, reducing the risk of miscommunication, uncontrolled scope changes, and billing discrepancies. By integrating change order management with project operations and sales processes, organizations can efficiently manage contract variations, cost adjustments, additional work requests, and customer approvals.
The module supports professional change order documentation through PDF report generation, customer communication, and automatic chatter tracking for complete auditability. Integration with the Sales application enables users to generate quotations directly from approved change orders, ensuring accurate pricing and seamless handling of project modifications.
With smart button integration on Projects, Job Orders/Work Orders, and Customer records, users can quickly access related change orders and maintain complete visibility across project activities. This module is ideal for construction companies, contractors, subcontractors, engineering firms, and project-based organizations seeking better control over project changes, approvals, customer communications, and commercial adjustments.
Main Features:
- Allow project, site, and sales users to create and manage change order requests for job contracting and construction projects efficiently.
- The app enables users to manage change orders through a structured workflow: Draft > Confirm > Approve > Customer Approve > Done > Create Quotation, ensuring streamlined project adjustments and seamless customer approval
- In job contracting and construction, change orders can be reviewed and approved by project managers, ensuring thorough validation and alignment with overall project goals.
- In job contracting and construction, the app allows you to print change orders as PDF documents, send them to your customers, and automatically store them in the open chatter on the request form for tracking and reference.
- The app allows you to create sales quotations directly from the job contracting construction change order form, streamlining the process of generating updated quotes based on project modifications.
- The app is integrated with the Sales App, enabling the creation of sales quotations directly from change orders in job contracting and construction projects.
- A smart button for change orders is available on the project, job order/work order, and customer forms, providing easy access and quick navigation to relevant change order details.
- For more details about job costing, you can refer to the dependent app, Project Job Costing (Contracting) and Job Cost Sheet.
- For more details, please refer to the screenshots below and watch the accompanying video.
Review the Screenshots and Preview Video for Detailed Functionality:
- Video 1: https://probuseappdemo.com/probuse_apps/construction_contracting_change_order/1734
- Video 2: https://probuseappdemo.com/probuse_apps/construction_contracting_change_order/265
Key Notes:
- Change Order Creation: The app enables the project team to create change orders directly within the system.
- Quotation Generation: Sales quotations can be created from change orders, ensuring accurate pricing adjustments.
- PDF Report Generation: Users can print PDF reports for change orders, providing professional documentation for sharing and record-keeping.
- View Change Orders: Change orders can be viewed from the project, customer, and task perspectives for easy access and tracking.
Real World Use Cases:
- Additional Civil Work Requested by Customer: Manage customer requests for additional construction work, such as parking area extensions, building expansions, or site development activities beyond the original contract scope.
- Structural Design Modification: Create and approve change orders when structural consultants recommend foundation, reinforcement, or design changes due to site conditions or engineering requirements.
- Electrical System Upgrade: Handle customer requests for electrical upgrades, additional power distribution systems, lighting modifications, or industrial electrical installations.
- HVAC Scope Expansion: Track and manage additional HVAC equipment, ducting modifications, ventilation systems, and climate control enhancements through approved change orders.
- Interior Finishing Changes: Document customer-requested upgrades to flooring, ceilings, wall finishes, doors, windows, and interior design elements with proper approval and quotation generation.
- Additional Equipment Installation: Manage requests for extra machinery foundations, utility connections, equipment mounting structures, and installation-related work not included in the original project scope.
- Plumbing and Utility Relocation: Record and approve modifications involving water supply systems, drainage networks, underground utilities, and plumbing infrastructure changes.
- Infrastructure and Public Works Projects: Control scope changes, quantity variations, and design revisions for roads, bridges, drainage systems, and government infrastructure projects.
- Customer-Requested Project Enhancements: Process additional landscaping, boundary walls, security systems, external lighting, parking facilities, and other project enhancement requests.
- Contract Variation Management: Efficiently manage contract variations, additional work orders, price adjustments, and project scope modifications while maintaining complete audit trails and customer approvals.
Business Verticals / Supported Industries:
- Construction Companies: Manage project change requests, scope modifications, customer approvals, and contract variations throughout the construction lifecycle.
- General Contractors: Control additional work requests, change orders, budget revisions, and customer-approved project modifications.
- Subcontractors: Track variation orders, additional scope requests, and customer-approved changes for subcontracted work.
- Civil Engineering Companies: Manage engineering design revisions, site condition changes, quantity variations, and infrastructure modifications.
- Infrastructure Development Projects: Handle change orders for roads, highways, bridges, drainage systems, airports, railways, and public works projects.
- Commercial Construction Companies: Control modifications related to office buildings, shopping centers, hotels, hospitals, educational institutions, and mixed-use developments.
- Residential Construction and Housing Developers: Manage customer-requested upgrades, layout modifications, additional amenities, and project enhancement requests.
- Industrial Construction Contractors: Track plant expansions, utility modifications, equipment foundation changes, and industrial facility upgrades.
- Manufacturing Plant Construction Projects: Handle machinery installation changes, production facility modifications, utility expansions, and operational requirement updates.
- Engineering, Procurement, and Construction (EPC) Companies: Manage engineering revisions, procurement changes, construction modifications, and customer-approved contract variations.
- Mechanical, Electrical, and Plumbing (MEP) Contractors: Control HVAC upgrades, electrical system modifications, plumbing changes, fire protection enhancements, and utility revisions.
- Road and Highway Construction Contractors: Manage design changes, quantity adjustments, pavement modifications, traffic infrastructure updates, and additional civil works.
- Bridge and Structural Engineering Projects: Track structural design modifications, reinforcement changes, foundation revisions, and engineering approvals.
- Oil and Gas Construction Companies: Manage facility modifications, pipeline changes, utility upgrades, and engineering variation requests.
- Power Generation and Energy Infrastructure Projects: Handle change orders for substations, transmission systems, renewable energy facilities, and power plant construction.
- Water Treatment and Utility Infrastructure Projects: Manage modifications related to water supply networks, wastewater treatment plants, pumping stations, and utility systems.
- Real Estate Development Companies: Track project enhancement requests, customer customizations, facility additions, and contract revisions.
- Facility Renovation and Remodeling Contractors: Manage renovation scope changes, interior upgrades, refurbishment projects, and modernization requirements.
- Factory, Warehouse, and Logistics Facility Projects: Control layout changes, storage infrastructure modifications, loading area expansions, and utility upgrades.
- Government and Public Sector Projects: Maintain proper documentation, approvals, audit trails, and compliance for contract variations and project modifications.
- Project Management and Engineering Consulting Firms: Review, approve, and monitor change orders while maintaining complete project visibility and stakeholder communication.
- Turnkey Project Execution Companies: Manage end-to-end project variations, customer approvals, revised quotations, and commercial adjustments from a centralized platform.
- Industrial Maintenance and Shutdown Projects: Track additional work requests, emergency modifications, maintenance-related changes, and revised project requirements.
- Mining and Heavy Engineering Projects: Manage engineering changes, equipment installation modifications, infrastructure expansions, and operational improvements.
- Project-Based Service Organizations: Streamline approval workflows, customer communication, quotation generation, and change request management across multiple projects.
Menus Available:
- Jobs
- Change Orders
- Change Orders
Edition Compatibility:
Enterprise Odoo.sh Community
Change Orders Menu and List View
The Change Orders menu serves as a centralized dashboard for managing project variations, scope modifications, contract changes, and additional work requests. Users can efficiently review, filter, track, and monitor change orders across multiple projects while ensuring proper approval workflows and customer communication.
Change Orders: From Draft State to Confirmation by Project/Site Engineer
Click the Confirm button to move the change order from the Draft state to the Confirm state and initiate the approval process for project modifications and scope changes.
Change Order: Approve by Project Manager
After internal approval, the Project Manager can move the change order to the Customer Approved state upon receiving customer acceptance. This confirms that the customer has reviewed and approved the proposed project modifications, scope changes, and cost adjustments.
Change Order: Customer Approve by Project Manager
The Project Manager can submit approved change orders to customers for review and acceptance. This ensures that all project modifications and cost adjustments receive formal customer approval before implementation.
Change Order: Customer Approved to Done State
After receiving customer approval, click the Done button to finalize the change order and complete the project modification approval process.
Create Quotation from Change Order
Generate a sales quotation directly from the approved change order to simplify project variation pricing and customer billing.
Open Created Sales Order from Change Order
Open and review the sales order created from the approved change order, including products, quantities, pricing, and customer details.
Open Generated Sales Order Record From Change Order
Opens the automatically generated Sales Order directly from the related Change Order for quick review and processing.
Link Change Order Reference to Sales Order Source Document
Automatically links the Change Order reference to the Sales Order Source Document field for better traceability.
Contracts Smart Button on Change Order
Enables quick navigation to linked contracts from the Change Order for better traceability and management.
Open Related Contract From Change Order
Opens the contract linked to the Change Order for quick access and review.
Open Contract / Analytic Account Form View
Provides one-click access to the related Contract or Analytic Account form, ensuring seamless navigation, improved traceability, and efficient project and financial management
Sale Order Smart Button on Change Order
Provides a smart button to view and access all Sales Orders associated with the Change Order directly from the form view.
Open Generated Sales Order from Change Order
Provides one-click access to the Sales Order automatically generated from a Change Order, ensuring seamless workflow integration, accurate document traceability, and efficient sales management.
Open Generated Sales Order Form View
Automatically opens the generated Sales Order in form view, allowing users to review, manage, and process order details without leaving the workflow.
Set Change Order Reference on Sales Order Form View
Automatically assigns and displays the originating Change Order reference on the Sales Order form, ensuring seamless document linkage, improved traceability, and efficient workflow management.
Change Order Smart Button on Project Form
Provides a dedicated smart button on the Project form to access, review, and manage all related Change Orders, ensuring complete project visibility and efficient change management.
Open Linked Change Orders from Project
Navigate directly to the list of change orders linked to the project using the Change Orders smart button.
Change Order Smart Button on Job Order Form
Access and manage all change orders related to the job order directly from the Job Order form using the change orders smart button.
Open Linked Change Orders from Job Order
Click the Change Orders smart button on the Job Order form to quickly access all change orders associated with the selected job order.
Change Order Smart Button on Customer [Odoo Standard]
The Change Orders smart button on the Customer form provides quick access to all change orders associated with the selected customer, enabling efficient tracking of project modifications and contract variations.
Open Related Change Orders from Customer
Allows users to open and manage all Change Orders associated with a customer directly from the Customer form view, ensuring quick access to change request information and project updates.
Print Option for Change Order
Generate a professional PDF report of the change order for customer review, project documentation, and record-keeping.
PDF Report View for Change Order
Access a detailed PDF report of the change order for project documentation, customer communication, approvals, and audit purposes.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
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