---
title: "Create a change order"
slug: "bc-create-a-change-order"
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-create-a-change-order"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a change order

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

1. In the project list or **Project 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 and click **Edit** to edit an existing change order.
3. 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. |

1. change 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.

##

## Related

- [Change orders](/bc-change-orders.md)
- [Create a project task from a change order](/bc-create-a-project-task-from-a-change-order.md)
- [Project change order approval workflow](/bc-project-change-order-approval-workflow.md)