This gives your team a cleaner way to connect the change order request you approved in Siteline with the SOV line item that came in from the GC portal. It also helps ensure each change order request only appears once when you export your Change Order Log from Siteline.
Why this matters
For GC portal projects, Siteline disables direct SOV editing because the SOV is synced from the portal. Previously, approved CORs could exist in Siteline without being linked to the related SOV change order line item.
That could make it harder to confirm which CORs were already represented on the SOV and, in some cases, could lead to duplicate amounts in Change Order Log exports.
Now, once a COR is approved, you can link it to the matching SOV line item so Siteline knows those records belong together.
This helps you:
Keep approved CORs connected to the correct SOV line items
Reduce duplicate counting in Change Order Log exports
Make PDF and Excel exports easier to review
Maintain a clearer audit trail between CORs and SOV updates
When to use this
Use this workflow when:
The project is connected to a GC portal, such as GCPay or Textura
The SOV includes a change order line item from the portal
You have an approved COR in Siteline that matches that SOV line item
You want Siteline to treat the COR and SOV line item as connected instead of separate
How it works
After a COR is approved, you can link it to an existing Change Order SOV line item.
Once linked, Siteline recognizes that the approved COR and the SOV line item represent the same change order. This helps prevent the same change order amount from being counted twice in the Change Order Log export.
How to link an approved COR to an SOV line item
Open the project.
Go to the Change Order Log tab.
Open the approved Change Order Request you want to link.
Select the option to Link to SOV line item in the upper right.
Choose the matching SOV change order line item.
Save your changes.
Shortcut: There is also an option if you hover on the Change Order Log table on the row containing the COR, and click the three dot menu on the right.
What happens after linking
After you link the approved COR to the matching SOV line item:
Siteline treats the records as connected.
The COR shows that it has been added to the SOV.
You can see the linked SOV line item when reviewing the COR.
Change Order Log exports can calculate more cleanly.
The same change order amount should no longer appear as a duplicate in the export.
Important note
This is a manual step. After approving a COR on a GC portal project, link it to the matching SOV line item so Siteline can connect the two records correctly.
This is especially useful when the SOV line item comes from the GC portal, but your team is also tracking the related COR in Siteline.