From the Change Order List, you can create and manage Subcontractor Change Orders nested under an Owner Change Order.
Expand the Owner Change Order
Go to Changes > Change Orders.
From the Change Order List, click the > Arrow next to the Owner Change Order to expand the nested Subcontractor Change Orders.
If the cost code already exists in the project and has been awarded to a Subcontractor, RedTeam Go automatically assigns the cost code to that Subcontractor.
If the cost code is new to the project, RedTeam Go assigns it to the General Contractor by default and labels it GC. You must invite a Subcontractor before you can assign the cost code to them.
Request Pricing From Additional Subcontractors (Optional)
Note: Skip this section if you already know which Subcontractor you want to use.
If you need to compare pricing from multiple Subcontractors before selecting one, complete these steps before assigning the cost code.
Click the blue $ amount for the cost code to open the cost code window.
Select the Cost Code from the dropdown menu.
Click Request Sub/Vendor Pricing.
Select the blue cost item to open the pricing window.
Select Check All or select the checkboxes next to the Subcontractors you want to request pricing from.
Click Send Checked CO Invites.
Close the window.
You will receive an email notification when pricing has been submitted.
Assign the Cost Code to a Subcontractor
Once you have selected the Subcontractor, you can assign the cost code and enter the Subcontractor's price.
Click the blue $ amount for the cost code to open the cost code window.
Select the Cost Code from the dropdown menu.
Click Request Sub/Vendor Pricing.
Select the blue cost item to open the pricing window.
Click Invite next to the Subcontractor you want to assign to the cost code.
Close both pop-up windows.
Click the blue $ amount again to reopen the cost code window.
Select the Cost Code from the dropdown menu.
Select the Subcontractor you invited using the radio button at the bottom of the window.
Enter the Subcontractor's price in the appropriate field.
Click Save.
After you click Save, the Subcontractor's name appears on the nested Subcontractor Change Order instead of GC.
Execute the Subcontractor Change Order
The Owner Change Order must be approved before you can sign the nested Subcontractor Change Order. You can confirm that the Owner Change Order is approved when a date appears in the Approved column.
Click the > Arrow next to the Owner Change Order to expand the nested Subcontractor Change Orders.
Select the checkbox next to the Subcontractor Change Order.
Click Sub CO Tasks.
Click Sign Checked Sub CO.
Select the recipients and click I agree.
When prompted, confirm that you want to sign the Subcontractor Change Order by clicking OK.
Close the window.