Send an approved external project change order to a customer as an option. This requires a template to be added to the Project Control Suite parameters> Project change order, using a .dotx format. This is stored in Azure storage.
1. | Go to Project management and accounting > Project change orders > All project change orders. |
2. | In the list, click the link in the selected row. |
3. | On the Action Pane, click Follow up. |
4. | Click Generate change order report. |
5. | Click Download change order report. |
6. | Click Close. |
Related to | Notes |
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Manage customer interaction |
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