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Can I save a change order before everything is ready and complete it later?

Yes. Create the change order with what you have and save. You can go back and edit it at any time before it is sent to the client.

Yes. Create the change order with the information you have, and save. You can go back and edit it at any time before it is sent to the client.

How to do it

  1. Create a new change order in Change Order Subcontractor or Change Order Client.

  2. Fill in what you know now, for example Number and Description.

  3. Press Save.

  4. Open the change order again later and fill in the rest, for example amount and attachments.

A partially filled in Change Order Client in AIMZ. 1 points to the Number field, 2 to the Description field, and 3 to the Save button.

Good to know

  • There is no separate draft status. A change order that has been created but not sent works as a draft.

  • The change order is visible to others in the project as soon as you have saved it.

  • You cannot export the change order before it has been saved.

  • Amounts you enter may count in the forecast, depending on the status and which fields you fill in.

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