How To: Log Change Orders for Existing JIPs (For Sales Goals Credit)

HOW TO LOG AWARDED CHANGE ORDERS IN UNANET (This tracking method is typically reserved for large Change Orders (e.g., significant changes in scope) so Divisions can get credit for that CO towards Sales Goals)

If the Change Order was issued in the same calendar year the original sale was "closed" in (Closed Sales are considered Stages 10b or 10c and close the day they are changed to that stage):
1. Simply adjust the value of the existing opportunity to represent the final total contract value versus creating an entirely new opportunity.
2. In the opportunity description or time-stamped notes, include a note with the change order value and job number where the CO will be tracked under.
If the Change Order is issued for an existing job that was registered as a Closed Sale in a previous calendar year:
1. Create the Change Order as a sub-opportunity under the parent GC opportunity and set it to 10c-Sale Closed (Converted to JIP). If the CO or additional phased work has not yet been awarded, you can set it to the stage it belongs to and move it to a Sale once awarded.
  1. Do NOT create a Bid Job # or a JIP if the CO will be added in CMiC as a Change Order to the existing JIP.
2. In the opportunity name, please be sure to include "CHANGE ORDER" so these records are easily identifiable during maintenance audits. Include the job number the CO will be tracked under in the opportunity name or description.
3. For the Submittal Type/Effort Level, select "05-Change Order Only". If you do not select the correct submittal type, the opportunity stage will revert back to 10b-Sale Closed (Preliminary Award).