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Adding Change Orders

Adding Change Orders

Jul 14, 2025

Change Orders represents the ability to add tasks to a project that has already been Approved/In Progress status. This occurs when a Facilities or Project Manager has to add additional tasks to a project or when a Work Order or RFP has been previously created but needs to be added to a project. For example, a Work Order or RFP needs to be created for a project after it has been scoped and approved. All Change Orders will appear in Tasks List.

Adding a task to a project In Progress

Adding a Change Order to a Project

When a Change Order is added into a project, this could potentially impact contingency. Depending on what happens with contingency after the Change Order is added, it could determine whether the project will need to be re-submitted for approval. This happens when a Change Order takes the Committed Cost above the Approval Cost. When that happens, the project must receive a new approval due to the contingency going over the original allocated amount. When a Change Order is added but does not go over the original contingency amount, the Change Order can be added to a project without additional approval.

Once a task has been approved as a change order

Approving a Change Order

When a change order is approved, it now becomes part of the project's task and ready to be dispatched or waiting for proposals from service providers.  

Rejecting a Change Order

Rejecting a Change Order is when a task has been added during the In-Progress status of a project but was rejected when seeking approval to be added into the project. A reject could occur if the project has minimum financial resources or the task simply is not needed. When a Change Order is rejected, the Change Order tab provides information detailing the rejection. 

Bulk Approving Change Order

When managing multiple projects at the same time and an abundance of change orders need to be approved and/or dispatched in a timely fashion, you can manage them by conducting Bulk Approve Change Orders on the Task page. Various individual projects and projects within a program could potentially have change orders that can selected to receive approval and/or dispatched to become work order tasks depending on the decision making which impacts the functionality choice. When conducting Bulk Approve Change Orders, you can also reject those tasks in the same way that you would approving them. Once a Bulk Approve Change Order has been processed, it instantly updates the projects with change order results and the project’s cost and task list displays the change.

⦿ How to Bulk Approve Change Orders
  1. Click the Task link to enter the Task page
  2. Click the checkbox to select Change Order tasks to approve
  3. Click the Approved Selected Task button to approve Bulk Change Order
    Checked Change Order Tasks
  4. Optional: Click the View Batch History link to view the results
  5. Optional: Click the checkbox to select Change Order tasks to dispatch
  6. Optional: Click the Dispatched Selected Task button to dispatch
  7. Optional: Click the View Batch History link to view the results

When conducting a Bulk Approve Change Order, when tasks are not a change order, it fails as part of the batch history.

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