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A Change Order is the formal contract amendment between the owner and the contractor. It modifies the prime contract value, schedule, or scope. Change Orders are generated from approved Change Events.

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Open Change Orders

  1. Select the project.
  2. Open Change Orders from the sidebar.

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Generate a Change Order

  1. Confirm one or more Change Events are in Approved status.
  2. From Change Orders, select Create Change Order.
  3. Choose the Change Events to include.
  4. Enter the CO Number, Title, Description, and Effective Date.
  5. Confirm the line items and total value pulled from the Change Events.
  6. Save as draft.

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Approval Workflow

  • Draft — internal preparation.
  • Pending Owner Approval — sent to the owner.
  • Approved — owner signed; budget updates apply.
  • Rejected — declined; revise or void.
Once approved, the change order amount flows into the Approved Changes column on the budget and updates the Revised Budget.

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Generate the PDF

  1. Open the Change Order record.
  2. Select Generate PDF.
  3. Review the formatted change order with cover sheet, line items, and signature block.
  4. Download or send the PDF to the owner.

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Schedule Impact

If the change order extends the schedule, enter the number of calendar or working days. The schedule impact is recorded on the change order and visible on the prime contract summary.