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After speaking with numerous contractors and consultants, we realized that "change orders" often go through an informal approval process before they are formally approved at a later date. This is done in an effort to reduce delays which would be introduced by requiring formal approval before any work on the change can begin. In order to facilitate this process, we introduce the concept of a "proposed change" - a changed that has been documented, but pending approval at a later date. Proposed changes are a collaborative process and can be viewed and edited by anyone involved with the contract at any time.
After a contract has been awarded, on the "Change Orders" tab, click the "Propose a Change" button. This will take you to the editor where you can propose your change. The editor functionality is detailed on this page. There are two tabs in this view - the "Generated Quote" and "Line Items". As you make changes in the editor on the line items tab, the PDF document in the "Generated Quote" section will update automatically. The proposed change editor ("Line Items" tab) is composed of 2 sections: the proposed change on the top, and the original contract on the bottom. Line items can be assigned pricing in several ways:
After your change has been set up, you may want to view the section on change orders to learn to create a formal change order.
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