Dashboard > Select a Project > Change Orders
This guide will walk you through the process of adding change orders, enabling you to efficiently manage project modifications within your workflow.
From your SiteMax dashboard, navigate to the desired project.
On the project page, locate "Change Orders" on the side-bar menu and click on "Add CO" to initiate the change order creation process.
Begin by giving the change order a descriptive title, summarizing the nature of the modification.
Next, select the recipients and assignees who should be involved in the change order process. Ensure that the appropriate team members are assigned to facilitate effective communication and accountability.
Fill out any additional fields that are required by your user team, such as the change reason and any other relevant information.
Once you have provided all the necessary details, click the "Save" button.
