The final step in the change process is approving the change order. The procedure described here applies when not using the workflow-based approval process.
Use the Review Status tab to approve a change order. The Summary tab summarizes the contract history to date.
To approve a change order:
Expand the Contract Information folder and click Change Orders to open the Change Orders Log Window.
Open in Edit mode the Change Order Document Window that you want to approve.
Click the Review Status tab.
You must enter contacts in at least the first two of the three Approved by sections:
In the Approved by section, click Select Contact to open the Select Contact Dialog Box and select the name of the contact approving the change order.
Click Select Date next to the Approved Date field and select the date. You must enter the date before you can approve the change order.
Click Approve and Save. The Approved? field changes to yes, and the Status field changes to Approved. Once the change order is approved, the document can no longer be edited.
Notes:
When costing, Contract Management transfers the change order cost distributions from the Pending Revisions column to the Approved Revisions column of the Cost Worksheet. Using the Project Settings Dialog Box, you can set Contract Management so that the entire amount of the change order must be distributed to defined cost codes.
An approved change order is not editable. To edit the change order, the change order must not be approved. Click Edit Document and confirm that you do not want to approve the change order.
If you added the change order through Change Management, you can approve it without collecting.
Change orders added independently (not in Change Management) cannot be approved until you have collected at least one change order document into it (using Collect from Changes on the Line Items tab).
next to the Approved Date field and select the date. You must enter the date before you can approve the change order.
