Create and send change orders for projects in Intuit Enterprise Suite

Learn how to create and send change orders for a project in Intuit Enterprise Suite.

While working on a project, your customer may ask to change or expand the scope of the project. You can send them a change order transaction which is an official, documented modification to an existing project contract. This gets saved to the project and, once accepted by the customer, updates the overall project estimated cost and income.

This ensures you can accurately track and reflect changes in project scope and pricing in its overall cost estimations, income projections, and financial reporting. This also keeps all the project stakeholders aligned on the changes, reducing disputes later and ensuring transparency.

Create and send a change order

1. Sign in to your Intuit Enterprise Suite account.
2. Go to Projects, then open the relevant project from the list.
3. Select Add to project, then Change order.
4. Select a project estimate. 
5. On the change order form, only add any net changes you need to make. Select items from the side drawer or add your own product/service items. Use positive or negative numbers in Quantity fields as long as the total amount on the change order is positive.
   The Change order total reflects the net changes for the project.
   Note: As you add items, notice the total change in cost and income, and previous versus estimated profit margins at the top of the form. This information is not shown to the client.
6. When ready, select Save and send to email the change order to your customer for review and approval.

Accepted estimates and change orders show in the Estimates vs. Actuals graph on the project page. You’ll see previous estimate and new estimate totals.

Review or update your change order status

When you email your customer a change order and they accept or decline it directly from the email, Intuit Enterprise Suite automatically updates the change order status for you. Here’s how to review and approve it. 

1. Select Projects, then select All Project List.
2. Select the project with the change order you need to review. 
3. Select Transactions. 
4. Select the change order you want to review. 
5. Select Review and approve. 

If your customer verbally accepts or declines the change order, you can update the status yourself. 

1. Select Projects, then select All Project List.
2. Select the project with the change order you need to review. 
3. Select Transactions. 
4. Find the change order. 
5. In the Action column, select the dropdown ▼ and then Update status.
6. Select Accepted or another status. Then select OK.

View audit trail of project changes

You can view the historical changes to any of your projects.

1. On the Projects (Take me there) page, open a project from the list.
2. Select the Change log tab to view changes to the project, such as change orders.