How to create a new change order
The full step-by-step process for drafting a change order, from selecting a type to documenting impacts.
4 min read Updated June 15, 2026
change order
create change order
Who can do this
Admins and Project Managers can create change orders.
Steps
- 1Go to Change Orders and click New Change Order, or start from a flagged field note.
- 2Select the project the change order belongs to.
- 3Choose the change order type: Lump Sum, Time & Materials (T&M), or Unit Price.
- 4Write a clear scope narrative describing what changed and why it's outside the original contract.
- 5Add labor, material, and schedule impacts as needed for the type you selected.
- 6Review the Change Order Score and address any flagged weaknesses.
- 7Save as a draft, or send it for client approval right away.
Tips
T&M and Unit Price change order types are available on Foundation, Pro, and Enterprise plans. Lump Sum is available on all plans.
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