1. Open the project in “My Contracts” and select the “Change Orders” tab:
2. Select “Propose a Change”:
3. Enter a name and select the type of change order:
4. Add all of your change order items with their respective quantities. You can also add a description for each item:
- If you want to request pricing from the contractor, leave the unit price column empty.
- Select “Show/Hide Contract” to use items from the schedule of pricing items and add them to your change order:
- You can also import an excel file into the Item list. Click on the link below to learn how:
5. Review the document and make any final changes:
- Add any PDF files you wish to include in the change order
- Add the name of the consultant
- Select the date
- Add the change order number and name
- Add/Edit Intro or conclusion text
- Add signatures
Select “Save and Update Document” after any changes are made in the document organizer.
6. Select “Request Change Order” to finalize the change order:
The change order is now finalized. An email notification will be sent to the contractor.
