Manage customer interaction - Project change order
Activity Flow

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.

Negotiate the project change order with the customer.

On the project change order work breakdown structure, review the project setup for newly added (sub-)projects. If specific project setup is required, you can override the project setup as inherited from the root project line.

As a result of the negotiations with the customer, you can register these responses:

• Submit- submit to the approval step
• Approve- approves the project change order
• Confirm - The customer accepts the project change order, and the changes can be transferred to the project.
• Cancel - This ends the project change order process.

Once confirmed, this project change order can be transferred to the project.