Click here for more information on executing budget changes without any change order documentation.

Managing Change Orders

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'.

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.

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'. Review this article for instructions on adding budget adjustments.

Do you have questions or feedback? Please email us at

Did this answer your question?