Create a Change Order and Add Impacts

A change order records, tracks, and communicates proposed changes. It can be routed for approvals, impact assessments, and implementation.

Follow these steps to create a change order and add impact assessments.

1. Open or highlight the project plan that requires a change. Team members can create a change order in the My Work area.
2. Open the Task panel tab and click Manage Change Orders.
3. Click the Create button to create a change order for the project you’re viewing.
4. Name the change order.
5. You're the owner unless you select someone.
6. Choose the priority.
7. Optionally, enter the description, reason, and justification with or without a summary.
8. Save the change order.
   A Generate button appears.
9. Click Generate to view an AI-generated summary. If you entered a summary, it’s replaced by the generated one. Click Regenerate as needed or change the details, save, and regenerate until you’re happy with the summary.
10. Use the Participant field to search for a participant.
11. Click the plus to add the participant. Repeat the search to add more participants.
12. For each participant, select one or more responsibilities.
13. In the Impact Assessment region, click Add Impact.
    If you didn't add participants, the owner is added in Participants as an assessor and implementor.
14. Choose the impact areas and enter the change amounts:
    1. Project Plan
       Select the task and resource type. The resource type determines the unit of measure and whether you need to enter a quantity. Enter the raw and burdened costs. Enter detailed impacts and save.
    2. Resource
       Enter a name and description, the hours of effort, cost, and revenue. Click OK or Add Another.
    3. Requirement
       Enter a name and description, the hours of effort, cost, and revenue. Click OK or Add Another.
    4. Budget and Forecast
       Enter a name and description, the hours of effort, cost, revenue, and any detailed impacts. Click OK or Add Another.
    5. Contract
       Enter a name and description, the hours of effort, cost, revenue, and contract amount. Click OK or Add Another.
    6. Other
       Enter a name and description, the hours of effort, estimated cost, and estimated revenue. Click OK or Add Another.
15. Save.
16. In the Actions menu, submit the change order for the next workflow stage.