👉 Learn more about How to Edit Change orders/Variations in Buildern
Manage Existing Change Orders
You can manage Change Orders from:
All Items > Change Orders, or
The Change Orders module inside a specific project
Here you can view all Change Orders and access available actions for each item. Once done, locate the Change Order/Variation you want to update. Go to the end of the line and click the three-dot (⋯) icon.
The ⋯ (three-dot menu) also provides several additional actions for managing Change Orders/ Variations throughout the project lifecycle.
1) Edit - Opens the Change Orders editor, allowing you to update details such as title, cost lines, attachments, and terms (depending on status and permissions).
👉 Learn more about How to Edit Change Orders / Variations in Buildern
2) View - Opens the Change Orders in a read-only mode to review all details without making changes.
3) Preview - Displays how the Change Orders will appear to the client before sending or publishing.
4) Duplicate - Creates a copy of the existing Change Orders with all its details for reuse or modification.
5) Send / Resend – Sends the Change Orders to clients or resends it with updated information if changes were made.
6) Publish / Unpublish – Controls visibility of the Change Orders in the Client Portal. Published items are visible to clients, while unpublished items are hidden.
7) Download PDF – Exports the Change Orders as a PDF file for sharing or record-keeping.
8) Approve - Marks the Change Orders as approved after client or internal review.
9) Reject - Marks the Change Orders as rejected and removes it from the approval flow.
10) Send Test Email - Sends a preview email to verify how the Change Orders notification will appear to recipients.
11) Create Purchase Order / Subcontract - Generates a Purchase Order or Subcontract directly from the Change Order.
Once chosen, It will take you to the Purchase Order/ Subcontract Creation page:
👉 Learn more about How to Create a Purchase Order or Subcontract in Buildern
12) Add to Purchase Order / Subcontract – Adds Change Order items to an existing Purchase Order or Subcontract.
Once chosen, you will need to chose the Purchase Order you want to add to:
13) Watchers - Manages users who will receive notifications about updates to the Change Order.
14)Delete - Permanently removes the Change Order from the project (this action cannot be undone).
Filter and Organize Change Orders/ Variations
Buildern provides several tools to help you quickly locate and organize Change Orders/ Variations within a project.
Search Change Orders - Use the search field to find a specific Change Order by name.
Filter Change Orders - You can refine the list using available filters:
Status – Filter Change Orders by their current stage (e.g. Draft, Sent, Approved, Rejected, Updated).
Invoiced – Show Change Orders that have been invoiced or not invoiced.
Customize Visible Columns
Buildern allows you to customize which information is displayed in the Change order/ Variation list so you can focus on the data most relevant to your workflow. Click the Columns icon in the upper-right corner of the page to manage the information displayed in the Change order/ Variation list.
From the Columns panel, you can:
Use the Search field to quickly find columns.
Check or uncheck columns to show or hide them.
Use Select All, Deselect All, or drag and drop columns to customize the table layout.
Download Change Orders/ Variations - Click the Download icon in the toolbar to export all Change Orders/ Variations information.
Add Change Order/ Variation - Create a new Change Order/ Variation directly from the Selections page.
Following these steps will help ensure a smooth and efficient experience within Buildern.
Happy Building!