Creating a PCO Template

1. From the [PCO] tab, either right-click in the “white space” and select “Add” or select “Add” from the ribbon above.  

2. Add a name and number for your template. 

3. Select [Electrical] for the “Industry” 

4. Check the “Copy Job” checkbox 

5. Click the ellipsis on the Copy Job address bar 

6. Navigate to the location of the construction estimate.  

7. Select a labor column at the bottom of this dialog box for your template 

8. Select OK 

Note:  Faith Technologies change order labor units come from the National Electrical Contractors Association (NECA). Select based on the type of job conditions present:

9. In the Copy Closeout Options, check the “Copy Closeout” checkbox  

10. Click the ellipsis Copy Closeout address bar 

11. Navigate to the Change Management close-out template. 

12. Select one of the PCO templates in the right panel 

13. Select OK 

Note: 

• Copying the construction estimate will ensure that your future change orders include the job items, job assemblies, designations, and breakdowns from the original estimate. 

• R1 through R4 rates are a Faith standard and should be used as a starting point for change orders. 

14. Select OK 

15. The PCO– Template will be displayed below. 

16. The PCO Template will open in the [Info] module 

17. Modify the scope section in the right panel. 

• Add special conditions, exclusions, etc. 

• Add your name and title

Note:  Any cells in “white” are editable.   

18. Select the Takeoff module  ​ 

19. Verify that the job items, job assemblies, and breakdowns match the construction estimate.

20. Select the Extension module  ​ 

21. Select the “Pricing Method” icon from the ribbon and select [Price]. 

22. Re-extend the designations to the appropriate labor column. 

• Either right-click and select “Re-extend” or select Re-Extend from the ribbon above.

• Check the “Update Designations” checkbox 

• Select “OK”

Note:  This process updates all designations in the PCO.  Please be patient as this process may take a few minutes. 

23. Verify the labor column in the lower right corner of the window. 

24. Select the Closeout Module  ​ 

25. Field Labor: 

• Verify and adjust change order labor rates in the Field Labor tab. 

26. Shop Labor: 

• • Shop labor should not be used.

28. Labor Factoring: 

• Prefill any fields as required for this contract. 

Note:  The preferred method is to labor factor your change order in one of the breakdowns within the Takeoff Module. 

29. Labor Escalation: 

• Prefill any fields as required for this contract. 

30. Equipment: 

• Prefill any fields as required for this contract.

31. Subcontracts:  

• Apply Overhead % and Markup % in the appropriate columns.

• Prefill any fields as required for this contract.  

33. Quotes: 

• Add tax % for the Designation Quotes in the upper panel. 

• Verify or modify the tax % in the lower panel.

• Prefill any fields as required for this contract.  

34. Unit Prices: 

a. Unit costs are entered as “Price/Unit.  When including these items, they are added to the [Totals] without adding additional overhead and markup. 

Note: 

• The Material, Labor Hours, Full Cost, Subcontracts, Equipment, General Expenses, Quotes and Overhead % fields are used to develop the cost for each unit price.  The Price/Unit needs to cover these costs. 

• Unit prices are not typically used in change orders.  However, you may be required to provide unit costs for some common assemblies.  These may include:  Receptacles, Switches, Pull Stations, etc.

35. Totals 

a. Verify or modify the Material Tax 

b. Add Global Overhead 

c. Add Global Markup