Add project change order—Construction
Learn how to add a project change order.
| Subscription |
Projects enabled for Project costing and billing Construction |
|---|---|
| User type |
Business user with admin privileges Construction Manager Project Manager |
| Regional availability |
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| Permissions |
Projects Project change order: List, Add |
| Previous step | Add a change request—Construction |
- Go to Projects > All > Change management and select Add (circle) next to Project change orders.
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Enter a Project change order ID.
If you configured Projects to use an automatic ID sequence for project change orders, the ID appears after you save the project change order.
- Associate the project change order with the corresponding Project.
- Enter the Project change order date.
- Enter a Description of the project change order.
- Select the Change request status. Change requests linked to this project change order inherit whatever change request status you select here.
- Select a non-inventory or non-inventory (Sales only) Billing item.
A billing item is required to copy a project change order to an OE order.
- Select a Send-to contact.
If a ship to contact exists for the project, that contact appears in this field automatically. - Optionally, add more information about the project in the Additional information section.
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Select Post.