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

2. Select “Propose a Change”:

3. Enter a name for the proposed change:

• Click “Accept.”

4. 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 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:

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. Select “Request Change Order” to finalize the proposed change:

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

Learn how to propose a change order in a progress report