1. Open the project in “My Contracts” and select the “Change Orders” tab:

2. Select “Create Change Order”:

• Enter a name:

• Click “Accept.”

3. Add all of your change order items with their respective quantities, unit type, and unit price. You can also add a description for each item:

• Select “Show/Hide Contract” to use items from the schedule of pricing within the contract 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:

4. 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.

5. Export and/or Send Change Order as PDF

• Export the change order as a PDF file:

• Send a PDF of the change order directly to an email:

6. Select “Apply Change” to finalize the change order:

The change order is now finalized. An email notification will be sent to the contractor.