Change Order - Revise

Need to make a change to an issued CO? Part3 lets you reopen and revise change orders while keeping your budgets and transaction history accurate. Follow the steps below to get it done quickly!

🔄 How to Revise Change Orders

There are 2 options to revise change orders that are not the latest.

1. Reopen Change Orders in Reverse Order
2. Issue a Correction CO (No Reopening Required)

Option 1: Reopen Change Orders in Reverse Order

Step 1:

Change orders must be reopened in the reverse order they were issued. This ensures that when transactions are reversed, your budgets remain aligned and transaction records stay accurate.

Why does order matter? Each issued CO captures a budget snapshot at the time of issuance. These are static PDFs that form your project's paper trail, so changes to an earlier CO affect the accuracy of all COs issued after it. Reopening in reverse order ensures those snapshots stay consistent.

Step 2: Reopen the CO

1. Open the most recently issued CO document.
2. Click the “…” menu in the top right corner.
3. Select Reopen.
4. Repeat for each CO issued after the one you need to revise.
5. Make your changes as needed.
6. Once complete, reissue the CO.

Step 3: Revise Attached Pricing (if needed)

If your CO includes pricing that also needs revision:

1. In the CO, click Edit attachments.
2. Deselect the attached pricing document (highlighted in grey) and click Update to detach it.
3. Go to the Pricing page and find the related document (it will be in Approved state).
4. Click Reopen to unlock it and make revisions.
5. Complete the review process again until the pricing is Accepted.
6. Reattach the updated pricing document to your CO and reissue.

✅ That’s it! Following these steps ensures your COs, budgets, and transaction history stay clean and accurate.

Option 2: Issue a Correction CO (No Reopening Required)

If reopening a chain of COs isn't practical, you can correct a mistake without touching any previously issued documents by using a Correction CO:

1. Create a new CO with a negative value equal to the incorrect amount on the original CO. This neutralizes the original CO's budget impact.
2. Issue a second new CO with the correct amount.

The original CO will remain visible in the log as issued, but the correction CO effectively cancels it out on the budget side. This keeps your paper trail intact and avoids disrupting other issued COs.

Why Is It Built This Way?

When a Change Order is issued in Part3, it directly updates the project’s financials, including the contract value and any associated allowances or contingencies.

Each Change Order builds on the financial state created by the previous ones. Because of this, the system maintains a sequential order to ensure all calculations remain accurate and traceable.

If a Change Order is reopened out of sequence, it alters the financial baseline that subsequent Change Orders rely on. As a result, the financial information shown on any Change Orders issued after it may no longer be accurate.