Creating a Change Order
Change orders document modifications to the original contract scope. When the GC requests additional work or conditions change on-site, a change order keeps everything tracked and billable.
Create a change order
Section titled “Create a change order”- Open your project and go to the Change Orders tab.
- Click New Change Order.
- Fill in the details:
- Title — A short description like “Add outlet circuits - 3rd floor.”
- Description — Detailed explanation of the scope change and why it is needed.
- Requested by — Who initiated the change (GC, owner, architect).
- Date — When the change was identified.
Add change order items
Section titled “Add change order items”Each change order contains one or more line items that detail the cost impact:
- Description — What work is being added or removed.
- Quantity and unit — Amount of work.
- Unit price — Cost per unit.
- Extended amount — Auto-calculated total.
You can add multiple items to a single change order. For example, a change might include additional labor, new materials, and equipment rental as separate line items.
Impact
Section titled “Impact”The change order total is the sum of all its line items. This amount will be added to (or subtracted from) the original contract value once approved. See Change Order Approval for the next steps.