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. Start from your work area:
   • Project managers open the Manage Project Plan page.
   • Team members open the My Work work area.
   • Project administrators select a project in the Project Financial Management work area.
2. Open the Task panel tab and click Manage Change Orders.
   Note: Use Show list to filter change orders:

   • Requiring attention
   • Ready for next stage: All participants of a change order stage completed their tasks. (Excludes closed, canceled, completed statuses.)
   • Pending implementation: Change orders with detailed budget impacts are in the approved status
   • Completed
   • Canceled
   • All
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

       Change the dates for existing tasks in the Task Details tab. Create tasks and milestones. In Resource Details select the task and resource. 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.