Change Orders

Change orders track approved modifications to the original project scope and contract.

What is a Change Order?

A change order is a formal document that modifies:

• The scope of work
• The project timeline
• The contract price

Change orders ensure all parties agree to modifications and maintain accurate project financials.

When to Use Change Orders

Create a change order when:

• Customer requests additional work
• Unforeseen conditions require scope changes
• Design modifications affect pricing
• Timeline adjustments are needed

Change Order Types

Type	Description
Add	Additional scope not in original contract
Deduct	Removed scope, reduces contract
No Cost	Scope change with no price impact

Accessing Change Orders

From a project:

1. Click Financials in the navigation
2. Select Change Orders

Or use Quick Actions:

• Click Create Change Order (sold projects only)

Change Order Status

Track change orders through approval workflow:

Status	Description
Draft	Being created, not submitted
Pending	Submitted for customer approval
Approved	Customer approved, added to contract
Declined	Customer rejected
Void	Cancelled before approval

Financial Impact

Approved change orders:

• Update the total contract value
• Create separate line items for tracking
• Appear in financial reports
• May trigger additional invoicing

Related Topics

• Creating Change Orders - How to create change orders
• Managing Change Orders - Workflow and approval
• Contracts - Contract management