Creating an Approved Change Order

To create an approved change order:

1. Go to the CO tab

2. Either select "Add" from the ribbon or right-click, and select "Add."

3. Enter the Change Order# = Customer’s change order number

4. Select the drop-down arrow in the PCOs field.

5. Select the approved PCO(s) = Check the applicable PCO(s)

6. The [Subject] field automatically populates. However, the subject can be overridden. This can be used when multiple PCOs are approved with one CO.

7. GC Number = Enter if you have a GC number

8. CO Date = Enter the change order approval date

9. Start Date = Enter the start date for the approved work

10. Received Date = Date received go-ahead for the work

11. Value = Selling price of the PCO

12. Client CO # = Customer’s change order number

13. Close the dialog box.