Add a Potential Change Order on the Potential Change Orders Page

When you follow the standard change process, you add potential change orders to changes.

In addition to creating a potential change order from within your change, you can create a potential change order on the Potential Change Order page.

To add a potential change order on the Potential Change Orders page:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Contracts and Commitments, and then select Potential Change Orders.
3. Select  Add.
4. In the Add Potential Change Order dialog box, enter the required information.

   First, in the Change Reference field, select an existing change record. Your new potential change order will be added to the existing change process for this record.

   Use the Associated Agreement field to specify the contract or commitment to which you want to add the potential change order. Remember, only approved agreements are available.

   The associated agreement cannot have any other potential change orders in the selected change reference, and the new potential change order will be automatically linked to any estimates created for the associated agreement.

5. Select Add.