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Managing JC Change Orders

JC Change Orders posts approved change orders to existing jobs. Posting updates current contract amounts and/or current phase estimates. It does not change original contract amounts or original phase-estimate amounts.

There are three levels: change-order header (job / contract, completion date, approval), change-order items (contract items, units, billable dollars), and phase / cost type detail (estimated hours, units, unit cost, cost).

Before you start​

  • The job and contract exist. Prefer entering proposed / pending COs in Project Management when PM is licensed (pending detail lives only in PM), then interface approved COs to JC (and SL when applicable).
  • Only approved changes should be posted directly in JC Change Orders.
  • Know whether the CO also affects a subcontract (needs Subcontract Change Order Entry as well).
  • You have permission to post JC change orders.

Steps​

  1. Open JC Change Orders (or interface the approved CO from PM).
  2. Enter the change-order header: job / contract, description, completion-date impact, and approval month as required.
  3. Add Change Order Items tied to contract items (existing or new). If the contract item does not exist, Vista opens JC Contract Items so you can add it.
  4. On phase / cost type detail, enter estimated Hours / Units / Unit Cost / Cost for affected phases. New phases can be created here even when the job's phases are locked (similar to Original Estimates for estimate-only adds). New phases cross-reference the CO item's contract item.
  5. Review Revenue / Cost / Profit / Markup displays on the form as you enter items and phase detail.
  6. Save / post per your batch process. If the job uses roles and the CO added phases, run File > Job Phase Roles Initialize so new phases get role assignments.

Notes​

  • If PM is licensed, enter and track COs in PM, then interface approved COs to JC. PM and JC store details differently; pending details exist only in PM.
  • Changes that affect a subcontract also require Subcontract Change Order Entry.
  • Un-interface guidance in legacy flows often means deleting the JC side when reversing an incorrect interface; follow your PM/JC interface procedures carefully.
  • Related: Managing JC Original Estimates, JC Contracts, JC Jobs, JC Job Phases.