Generate and Refine a Project Change Order Summary

Open the change order to generate a summary that describes the business impact for stakeholders and approvers. Review the summary, and regenerate it after you update the change order details.

Note: The Generate action is available only after you save the change order.

Follow these steps:

1. In the Project Management work area, open the Task panel tab and click Manage Change Orders.
2. Click Create to create a change order for the project you’re viewing.
3. Enter the change order details as needed, and save the change order.

   A Generate button appears.

4. Click Generate.
5. Review the generated summary.
6. Update the change order details if needed.
7. Click Regenerate until the summary reflects the change order the way you want it.
8. Save the change order again.

Note: The summary appears on the change order details page and in approval notifications. If the summary doesn't reflect your latest changes, update the change order details first and then regenerate the summary. The summary can also be used by approvers and reviewers from notifications, so keep it aligned with the final change order content.