Create a change order

Managers Partners  Billers

The change order can be created from the out of scope details.

  1. The change order consists of the following information. Enter the relevant information for each field:

    FIELD DESCRIPTION
    Title The name of the change order. This is displayed in the Change Order section of the Billing portfolio.
    Bill Narrative Enter the narrative that will appear on the bill that includes the change order. This will be a separate bill narrative section on the bill.
    Approved By Enter the name of the person at the client who has approved the additional work included in the change order.
    Change Value The amount of the change order. This is the additional amount that will be billed.
    Bill drop-down This is only applicable if there are scheduled bills that the change order can be attached to. It will display the available scheduled bills. Select the bill that the change order should be included with. If no scheduled bills are available, the change order can be drafted manually to create a draft bill.

  2. Click Create. A dialog is displayed allowing the change order to be viewed. All change orders can be viewed and edited from the Change Orders section of the Billing portfolio.