Change Orders

Managing scope changes and contract modifications.

Overview

Change orders handle customer-requested modifications that affect project scope, budget, or timeline.

Change Order Workflow

  1. Create Change Order

    • Construction → Change Orders → Create

    • Enter description and reason

    • Add line items with costs

  2. Submit for Approval

    • Click Submit button

    • State changes to “Submitted”

    • Notifies approvers

  3. Approval Process

    • Manager reviews change order

    • Click Approve or Reject

    • If approved, creates sale order

  4. Budget Update

    • Upon approval, project budget updates

    • New job cost lines created

    • Contract amount revised

Permissions

  • Change Order User: Can create and edit drafts

  • Change Order Manager: Can approve/reject

See Security & Permissions for permission details.

Next Steps