Overview
Unless the special permission Edit Budgets on All Project Types has been granted, Change Orders are required to modify the budget once a project has advanced to the direct or indirect stage. The Change Order screen allows for the separation of entering and approving change orders. Project Managers can then enter Change Order requests while giving the approval to someone else. A special permission, Approve Change Orders, controls the ability to commit change orders. The Change Order tab is active only on direct and indirect project types. For more information on Change Orders, click here.
Adding a Change Order - To create a change order click on Request Change Order, fill out the change order detail, and click Save.
Deleting a Change Order - Change Orders can be deleted as long as they have not been approved. To delete a Change Order, select View Change Orders. Existing Change Orders with be shown in the grid. Double -click on the Change Order to be deleted. Click Delete.
Assuming the user has permissions, a Change Order can be committed by clicking on the Unapproved Change Order button in the Existing Change Orders grid, and then clicking the Approve Change Order button.
