The change order is created as an estimate. You can print or mail the estimate to the customer as an approval request. When approved, the project task is created. When rejected, the change order remains in the Rejected state. The change order is specific to a project and is therefore created from a project.
Steps
In the project list or Project card, locate Change Orders in the ribbon and click to open the ProjectChange Orders list.
In the ProjectChange Orders list, click New to create a new change order, or select a line and click Edit to edit an existing change order.
Fill in 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 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 additional comments have been added. The Comments action is on the Navigate tab.
Change Order Code
Select a reason code to classify the change order for future analysis and reporting.
Estimated Resource Costs
Enter the amount you estimate for resource-related costs.
Estimated Material Costs
Enter the amount you estimate for material-related costs.
Estimated Equipment
Enter the amount you estimate for equipment-related costs.
Estimated Expenses
Enter the amount you estimate for expenses.
Estimated Total Costs
The total amount is calculated automatically.
Lifecycle State
Shows the state of the change order. Change the status with the action in the header.
change When the line is complete, use the lifecycle state to progress the state and get the necessary approvals.
Use the ProjectChange Order List report to print the change order.