Action: Processing a Change Order

Action: Processing a Change Order

Once a change in job value has been approved by the management team, it is advisable that you update your Job Financials using a Change Order. For more information see: Change Order.

Click on Jobs from the main menu, then click on Job Management. Click on the job number hyperlink within the management table that you wish to view. Then select Financial from the side Navigation menu. Click on Financial Setup from within the Cost Management menu.

Creating a Change Order

In order to capture these changes your Job Financial Setup needs to be locked.  For more information see: Financial Setup
  1. Scroll to the bottom of the page and click on Unlock button
  2. Answer Unlock Message with Yes
  3. Enter a reason for this change and if applicable, upload any reference documents. Click Save
  4. Scroll down Quote and/or Rates Tabs and update Budget, Estimate, Markup, Quoted as applicable
  5. Click Lock to save changes
  6. Your change has now been recorded within the Change Order Table
For more information about Change Orders see: Change Order.
To view what changes occurred see: View: Change Order


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