Generate a Change Order from a Project Issue

Open the project issue that contains the details you want to use for the change order. Make sure the issue includes enough information to support a clear draft. Providing more detail in the initiation dialog improves the generated result.

Follow these steps:

1. Navigate to the Project Management work area and open the issue in the Manage Issues page.
2. Click Initiate Change Order.
3. In the Initiate Change Order dialog box, click Generate to view the draft change order that's generated from the issue details.
4. Review the generated change order.
5. Provide additional details as needed and click Regenerate until the draft is ready.
6. Click Create and Review, then review the created change order on the Edit Change Order page.
7. Make minor changes, if needed.
8. Click the Impact Assessment tab to review the change impacts.
9. Click Save or Save and Close to save the change order.

The generated change order includes budget and forecast impact, and it includes detailed impacts if a baseline budget version exists.

Note: Each time you click Regenerate, the assistant creates a revised version of the entire draft change order. It doesn't update only selected sections.