Change Orders

There are several ways you can process change orders in Portal

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Written by Portal Pal
Updated over a week ago

Option 1: Change Order Area

Step 1: Move your Accepted Proposal back to Draft status for editing.

Step 2: Create a new Change Order Area:

Step 3: Use the area Description to provide scope of work for the Change Order(s).

Step 4: Add new products and negative quantities of replaced products to the Change Order Area:

Step 5: Update Payment Schedule to include the Change Order charges.

Step 6: Send revised proposal to client for Acceptance.


Option 2: Inline Changes on Proposal


Step 1: Move your Accepted Proposal back to Draft status for editing.

Step 2: Add the item(s) you want to remove to the room(s) you are removing them from, but with negative quantities. You can drag the new item in the room (with the negative quantity) to be directly underneath the original item.

Step 3: Add the replacement item to the proposal like you normally would.

Step 4: Add Change Order Description to the Area Descriptions. You also can note the payment for the Change Order as a separate line item in the Payment Schedule.

Step 5: Send revised proposal to client for Acceptance.  

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