Create a Change Order

The change order is created as an estimate. The estimate can be printed or mailed to the customer as an approval request. When approved the Project Task is created, when rejected the change order remains in the reject state. The Change Order is specific to a Project and is therefor created from a Project:

  1. In the Project list or card locate Change Orders in the ribbon and click to open the ProjectChange Orders list.
  2. In the ProjectChange Orders list click New to create a new change order or select a line to Edit an existing change order
  3. Typically, you must fill the following fields:
Field Value
Project Change Order Code Identifies the Change Order, the number is created automatically from the No. Series as set in the Projects Setup
Project Task When filled this Project Task has been created for the ProjectChange Order
Description A short description of the change order
Comments Indicates if any additional comments have been added. You'll find the Comments action on the Navigate tab.
Change Order Code Select a Reason Code to classify the change order for future analysis and reporting
Estimated Resource Costs Type the amount you estimate for Resource related costs
Estimated Material Costs Type the amount you estimate for Material related costs
Estimated Equipment Type the amount you estimate for Equipment related costs
Estimated Expenses Type the amount you estimate for Expenses
Estimated Total Costs The total amount will be calculated
Lifecycle State Shows the State of the Change Order. Change the status with the action in the header.
  1. When the line is complete use the Lifecycle state to progress the state and get the necessary approvals
  2. Use the ProjectChange Order List report to print the change order

See Also

Project Change Order