Change Orders › Create a Change Order › Create a Change Order Using a Template

Create a Change Order Using a Template

You can use a template to create a Change Order from the File menu or from the Context menu of the Change Schedule Calendar. The data contained in the template is used as the basis for automatically populating some of the fields in the new change order.

Note: If multi-tenancy is installed, the list page displays a tenant column and a tenant drop-down list in the search filter. Specifying <empty> in the search filter searches for public objects. On detail pages, select the appropriate tenant from the drop-down list. If you select <empty>, the object is public.

To create a new change order from a template

1. On the Scoreboard, select File, New Change Order from Template.

   The Change Order Template Search window opens, displaying available templates for creating the change order.

2. Select the template you want to use.

   The Create New Change page appears.

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

   See Change Order Fields for field definitions.

4. 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.

5. Save and close the window.