About Project Change Order Initiation Assistant

This topic provides an overview of the Project Change Order Initiation Assistant, including its capabilities, limitations, and benefits.

As a project manager, you can use the Project Change Order Initiation Assistant to generate a change order from an existing issue. The assistant uses the information captured in the issue and generates a draft change order that you can review and refine before saving.

What this assistant supports

You can use this assistant to:
  • Initiate a change order from an existing project issue.
  • Generate a draft change order from the issue details.
  • Regenerate the draft when you update the issue details.
  • Create a change order that includes budget and forecast impact, and detailed impacts when a baseline budget version exists.

What this assistant doesn't support

This assistant doesn't replace your review. You still review and edit the generated change order before saving it.

It also doesn’t perform approval actions on your behalf. The assistant helps create the draft change order, but you still review, save, and approve it through the standard application flow.

How it helps you

The assistant helps you:
  • Speed issue resolution by generating a draft change order from an existing project issue.
  • Reduce administrative effort by using issue details to create the initial draft.