Approve a Change Order

When a change order is sent for approval, and you are the Owner's Project Manager, you will receive an action item on your Home page to review and approve this Change Order. You can also access the document on the Change Order Search page.

To approve a change order:

  1. Click on the Project that contains the Change Order in your Action Items list.

The Action Items list expands.

Tip: Documents requiring your review will be labeled "Approval Required" after the document title.

  1. Click the Action Item.

The Change Order Approve page displays.

  1. Review the Change Order, and any attachments or comments entered by the Contract Administrator or General Contractor Project Manager.
  2. Complete any additional fields:
  1. Attachments
  2. Linked Documents
  3. Private Comments

Note: Any documents linked to the Change Order will display in the Linked Documents section.

  1. To action the Change Order, select one of action buttons from the top toolbar:

    a. the Change Order. For more information, see Approve a Document.

Who's next?
If Require Approval Workflow setting is on: General Contractor Project Manager to review and acknowledge the Change Order. For more information, see Acknowledge a Change Order.
What's next?

A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
    1. If there is missing or incorrect information:
      • Enter a comment addressing the reason for returning the Change Order.
      • Click . For more information, see Return a Document.
    • Who's next?
    Contract Administrator to review and issue the Change Order. For more information, see Issue a Change Order.
    What's next?

    A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
    1. the Change Order to approve or edit later. For more information, see Save a Document.

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