Add a Change Order to a Change

Although change orders should usually start as potential change orders on change records, you can add a change order directly to a change.

To add a change order to a change:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Contracts and Commitments, and select Changes.
  3. On the Changes page, select the change to which you want to add a change order.
  4. Select the Estimates or Change Process tab.
  5. In the Actions menu, select Add Change Order.
  6. In the Add Change Order dialog box, enter information about the change order.
  7. Select Add.