IntelliBid User Tip: Creating Change Orders with IntelliBid

Takeoff Tip: The Change Order Module is included with IntelliBid Pro and Design Build; it can be purchased as an
add-on function for IntelliBid Lite and Plus.

In IntelliBid, Change Orders are “Sub-Jobs” to the parent job, with a special name and ID that connects it to the original job. There is a job file for each Change Order and you work with them the same way as you would a regular job using all the same functions including:

  • Being able to use the same Temporary Assemblies and Special Items created in the parent job
  • Creating separate bids in Bid Recap

To create a Change Order in IntelliBid:

  1. Go to Job Register and select the job you want to add a Change Order to.
  2. On the toolbar, click the New Change Order New Change Order icon. The Add Change Order dialog box appears.
  3. Type in the Change Order Name and select the Bid Template. You can edit the Bid Name if necessary and click OK.
  4. 4. The new Change Order should now show attached to the job. When the Registration screen displays, the Change Order “Sub-Job” is active with the Change Order Job ID selected in the Job ID dropdown list.

 

When the Registration screen displays, the Change Order “Sub-Job” is active with the Change Order Job ID selected in the Job ID dropdown list

 

The Change Order appears in the Job Register screen so you can tell which Change Order you are modifying.

To add another Change Order for this Job, repeat the above steps. If you want to work with one of the change orders that have been created, click the plus next to the job and select the Change Order you want and then click Takeoff on the side bar.  This puts you in Takeoff mode with the Change Order job ready to take off items and perform any other job function for the Change Order.

Note: When creating a new Change Order, the Change Order ID is automatically set by IntelliBid however, should you wish to use a specific Change Order ID, go to the Side Bar and click on Maintenance > Preferences > Numbering and uncheck the Auto # box for Change Orders.   When you create the next change order you will be prompted for a change order ID.

 

When you create the next change order you will be prompted for a change order ID

 

Back to IntelliBid Tips Archive