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[General] Creating and sending Change Orders

Creating and sending Change Orders

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Written by Rosse Montalban
Updated over 2 months ago

Creating a Scope Change Order

Open your project in Eano Pro

Navigate to the Scope Tab

Click "Add Change Order" within the Scope Tab

Fill in the scope change details:

Description: Clearly explain the proposed scope modifications

Cost impact: Specify any additional expenses due to scope changes

Timeline impact: Note schedule adjustments resulting from scope changes

Client Notification and Scope Approval Process

Clients receive instant email and app notifications about new scope change orders

They can easily review and respond to scope modifications through the user-friendly Eano app or web interface

You'll be promptly notified of their decision on the proposed scope changes

How Clients See the Change Order for Approval:

Scope Change Order Statuses

Pending: Awaiting client review of scope changes

Approved: Scope modifications accepted by the client

Declined: Scope changes rejected by the client

Financial Integration and Milestone Creation for Scope Changes

Approved scope change orders automatically update your total contracted amount

They seamlessly convert into project milestones, reflecting the updated project scope

Best Practices for Scope Change Order Management

Be prompt: Submit scope change orders as soon as the need for modification arises

Provide detail: Clearly explain the reasons and impacts of the scope changes

Keep records: Maintain a comprehensive history of all project scope modifications

By leveraging Eano Pro's Change Order feature in the Scope Tab, you can enhance your project scope management process, improve client relationships, and ensure accurate financial tracking of scope changes. Start using this feature today and experience smoother project scope modifications!

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