Create a Change Order

You can create a change order to modify the commitment of pricing, scope of work, terms, and conditions for a project.

If required, you can select internal users who should review the change management record. Reviewers should use the steps outlined in the topic to review an owner change order.
  1. If you haven't already done so, set up your document management defaults.
    Note: You can use document routing only if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. If you haven't already done so, set up your document management types, including CMR change reasons and owner co types.
  3. If you haven't already done so, set up your document routing distribution groups.
  4. On the Enter Change Management Record screen, enter the details of the changes to the project.
  5. Print the change order proposal to send it to the customer for approval.
  6. Select the users and/or the document routing distribution group that will review the change management record.
  7. If needed, contact the reviewers to advise them to review the change management record.
  8. On the View Tasks screen, periodically view the status of the document routing for the change management record to monitor the review process.
  9. Modify the change management record to change the CMR stage that allows the creation of an owner change order.
  10. On the Enter Owner Change Order, enter the details for the owner change order to update or create a new project billing setup based on project change order requests.
  11. Select the users and/or the document routing distribution group that will review the owner change order.
  12. If needed, contact the reviewers to advise them to review the owner change order.
  13. Periodically view the status of the document routing for the owner change order to monitor the review process.