In this article, you will find a guide on how to create a change order type and how to edit a change order type. Would you like to learn more about what change orders are and how to use them? Click HERE!

In this article, you will find:

• Create a change order type
• Edit a change order type

Create a change order type

Global ➜ Tasks ➜ Click "Task types" ➜ Click "Create task type" ➜ Select "Change order" template ➜ Enter title ➜ Fill in the change order type settings

When creating a change order type and editing the change order type, there are 5 settings you need to consider and complete:

1. Title
2. Set the contents of the change order
3. Add standard documents
4. Set up notifications
5. Project affiliation

1. Title

Specify the title of your change order as it will be seen by you, your colleagues, and external organizations.

2. Set the contents of the change order

Location ➜ When creating a new change order, you have the option to mark on a floor plan or map.

Upload documentation ➜ Used if you want the option to attach documentation when creating a new change order.

Approval date ➜ Used if you want the option for a reminder about internal or external pending approval.

Observer ➜ Used if you want a CC function on your change orders. When activated, you can specify a person to receive notifications about changes and the creation of new change orders.

Item line matrix with automatic calculation ➜ When creating a new change order, you will have the option to manually enter item lines.

One total amount ➜ When creating a new change order, you will have the option to enter a single total amount.

Note: Hover over the question mark for more information about the respective fields.

3. Add standard documents

"Add standard documents" are used if you have documents that should be included in all change orders created from the type. Attach general terms and price lists, for example, which are always applicable to your change orders.

4. Set up notifications

You can configure which internal and external users should receive notifications of any changes to change orders, and at which stages they should receive the notifications.

5. Project affiliation

Select which projects the change order type should be active on.

Note! Save the change order type

Remember to click "Save" at the bottom of the screen.

Edit a change order type

Global ➜ Tasks ➜ Task types ➜ Click the "Pencil" icon next to the type you want to edit ➜ Adjust the desired change order type settings ➜ Click "Save"