Review project change order

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If a project change order is submitted, internal approval of the project change order can be done. The user, to whom the approval is assigned, gets a task.

As a result of the project change order approval, you can choose these options:

  • Approve - The project change order can be sent to the customer.

  • Redesign - Changes are required to the project change order. Its status is set to Created.

  • Delegate - Assign the project change order to another reviewer.

  • Cancel - The project change order is stopped.

Steps

  1. Click Project management and accounting -> Common -> Change orders -> Project change orders.

  2. On the Project change orders list page, select a project change order.

  3. Double-click or press Enter on the selected project change order.

  4. On the Project change orders form, click Actions -> and one of these options:

    • Approve

    • Redesign

    • Delegate

    • Cancel

  5. On the dialog, enter a comment and click Approve, Redesign, Delegate, or Cancel.

  6. Close the Project change orders form.