Sharing the Change Order

How to share Change Order Proposal with the customer

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Written by Ashok P
Updated over a week ago

The changes in an External Change Order (CO) will need to be shared with the customer for acceptance before they are factored into the project total. These changes are shared using a CO proposal.

Once you create the external CO and get it approved by the Project Manager, click “Create proposal” in the top-right corner. You will see the proposal view of the CO.

CO proposals can be shared in ways that are similar to sharing the project proposal—Download, Present, Share via Email, and Share via Link. You can find these options in the top-right corner of the CO proposal.

Check out these articles for more details.

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