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How do I create a Change Order (CO)?

Navigate to the Change Orders table of the Overview tab located at the very bottom of the page.

  1. Click the green + Create button.
  2. Enter the line item details for the change order – this is done just like a schedule of values. 
    1. Under Line Items locate buttons to + Add, Remove or Upload items. If you want your listing of items numbered, check the box next to Auto Number.
  3. Click + Add and select the number of blank lines to be added. You can continue adding additional lines as needed by clicking + Add.
    1. If you need to add a line in a specific location, right-click on any line to insert a new line.
    2. If uploading your line items, please use the provided excel template.
  4. For each line added, populate a Description and Total Value for the line. 
  5. When complete, click Save.

Don't see the + Create button? Check the project settings tab to ensure you have Editor for CO permissions. 

Sara is the author of this solution article.

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