Change Order Approval

A change order moves through an approval workflow much like a pay app. Approving one adjusts the project’s contract value by the net amount of its marks.

Change order approval: the stepper tracks Draft → Submitted → Approved, and the Contract Flow panel shows the change order’s net amount rolling into the project’s contract value.

Change order statuses

• Draft – being prepared and edited.
• Submitted – sent for approval.
• Approved – accepted; the project contract value is updated.
• Rejected – declined.
• Void – an approved change order that was later cancelled.

Submit for approval

1. Add the marks. Make sure the change order has at least one cost item – you cannot submit an empty one.

2. Submit. Click Submit. The change order moves to Submitted.

Note

Role required: Company Admin, Manager, or Member can submit a draft.

Approve, reject, or void

1. Review. Open the submitted change order and check its marks and total.

2. Decide. Click Approve to accept it, or Reject to decline. Approving adjusts the project’s contract value by the change order’s net amount.

3. Void if needed. To cancel an approved change order, click Void. This reverses its effect on the contract.

Note

Role required: Approving and rejecting need the change-order approve permission (Company Admin or Manager), so Members cannot perform them. Voiding is restricted to Company Admin only.

What’s next

• Creating a change order – document the change and add marks.
• PDF and email – send the change order to your customer.