Change Orders

Created by Leah Cadman, Modified on Fri, 12 Jun at 3:30 PM by Leah Cadman


  • To View or Add a Change Order, first select ‘Jobs’ from the top navigation bar, select ‘Jobs List’ from the drop down menu.

  • Select any job and navigate to the ‘Change Orders’ page on the left side panel.



  • Select the ‘Add New’ button to create a new Change Order.

  • A box will appear to input details that correspond with column names

  • Select the ‘Add’ button.

  • The Approval Date is based on when a user selects the Status = Approved

  • Notice the added Change Order and Contract Item columns and descriptions

  • When adding a new CO Item, there will be a Contract Item field and it will default to the CO Header Contract Item if it isn't NULL.

  • Note: The Jobsite Change Orders are only tied to "Can View Sensitive" Permissions on Job, not the "Enable Projections" Setting. This can be set up on Admin>Organization>Permission Groups. Read about it here: Permissions

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