How do I create a Subcontractor / Vendor only PCO (Potential Change Order)?

From the left side menu, click on Changes > PCOs.

Global Dashboard RFPs

Click on Sub PCO Tasks > Create: Sub PCOs

Create Sub RFP

The Potential Change Order Screen will open:

Sub RFP screen-1

Select the GC’s company as the Subcontractor for the PCO To. (Optional)

Enter the PCO Name. (This name will not appear on the PCO report)

Enter the number of days if there is an extension of time that needs to be added to perform the work.

Sub RFP 2nd screen

Input the PCO Item Description.

Click on Add Item 1 Cost.

RFP Add Item Cost Screen

Select the bid item and click the >> to move it to the right.

RFP Add Item Cost Screen 2

Click on Add Division Items.

Sub RFP 3rd screen Save-1

Click Save.

Click Return to PCO List.

Request Sub Vendor Pricing 1

Check the box next to the PCO.

Click on Request Sub/Vendor Pricing.

RFP Invites 1

Click on the cost item.

RFP Invites 2

Click Invite next to the subs you want to invite.

RFP check all send invites

Click Check All and click on Send Checked PCO Invites.

Send Change Order Invites

Click on Send PCO Invites.

RFP Invites Sent-1

PCO Invitations Sent. Close Window.