Change orders come in many varieties. A vendor may submit a change order that requires some sort of adjustment to the project budget. In this case, you need to reallocate funds from another line item or increase the overall project budget. The content of this article addresses this specific scenario.

A vendor may also submit a change order that amends the total contracted amount for the work, but doesn't require a budget adjustment. To learn more about managing these type of change orders, navigate to the help article on agreement management.

Managing change order documents that adjust the project budget

Navigate to the 'Documents' tab within the applicable draw and click on the change order document.

Select the budget adjustment(s) to which the change order document applies. Click 'Save Changes'.

If there are no existing budget adjustments, or you need to create a new budget adjustment, click 'Create a New Adjustment'.

The change order document is now linked to the adjustment(s). Review this information by clicking on 'Budget Adjustments' button on the 'Line Items' tab.

Confirm information from inside the budget adjustments modal.

If no budget adjustments have been made in the current draw, or if the adjustments to which the change order applies do not appear, click on 'Edit Budget Adjustments'.

For more information on executing budget changes with or without any change order documentation, check out the article on project budget adjustments.

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