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, expand, or reduce 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. Go to All apps , then Projects, then Projects (Take me there).
2. 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, make any net changes you need. Select Add or Remove to use your own product/service items, or select items from the Product/Service dropdown. 
6. In each Qty field, use a positive or negative number. Make sure the total amount on the change order is positive.The Change order total reflects the net changes for the project.
   Note: As you add or remove 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.
7. To save your change order, select Save. 
8. When you’re ready to send, select Review 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. Go to All apps , then Projects, then Projects (Take me there).
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. 

Manually update your change order status

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

1. Go to All apps , then Projects, then Projects (Take me there).
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. Go to All apps , then Projects, then Projects (Take me there).
2. Open a project from the list.
3. Select the Change log tab to view changes to the project, such as change orders.