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Create a Change Order from the File Menu

On the Scoreboard, you can create a new change order from the File menu without using a template.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a new change order from the File menu

  1. Select File, New Change Order.

    The Create New Change Order page displays.

  2. Complete the fields as appropriate for the change order.

    See Change Order Fields for field definitions.

  3. Use the controls available on the tabs at the bottom of this page to process the change order as appropriate.

    See Change Order Tabs for more information.

  4. Save and close the window.