Accept or Decline a Quote - Contractor

If in the CO approval process, PCO becomes CO upon Contractor acceptance then the Contractor Acceptance, the CO is added to the Certificate of Payment page, and progress draws can be made against the COs.

It is important to note that this option only appears after the owner approves/accepts the request/quote.

1. Go to the Project where the PCO/CD request was created.

   
   

   

2. Click the Project Forms tab and ensure that the CHANGE ORDERS tab is active.

   
   

   

   1. Note: By default, the CHANGE ORDERS tab is active when accessing the Project Forms.
3. When accessing the CHANGE ORDERS tab, the Proposed Changes section is active. Find and select the request that you want to approve/decline.

   
   

   

4. You will be directed to the change order's ISSUED page. Click the Accept button.

   
   

   

5. The Optional: Notify Team <PCO No.> window will appear. In the 1. Notify others on the team (Optional) section, and select the Checkbox(es) of the contacts you would like to be notified.
6. In the 2. Include a comment with your notification (Optional) section, and enter a brief acceptance note/comment.

   

7. Click the Accept button to continue. After accepting the request, the status will be updated to ACCEPTED.