Approve a Change Order on Behalf of the Owner

To approve a change order

• Open the change order, if you haven't done so. To open:
  • Open the management console of the project
  • Click the app launcher  , then select 'Finance.'
  • Click 'Change Order' on the top, then choose 'Boards' on the left
  • Click the change order from the 'Bids Closed' column
• Click the 'Final Cost' tab

• Click 'Approve' to approve the change order on behalf of the owner
• Click 'Reject' to cancel the change order
• Click 'Route to Owner' if you want to forward the CO to the owner for approval. They can access the CO from their console and approve/reject it

Note: If the change order approval process requires contribution from a stakeholder or owner not included in the Linarc's project directory, you can email the PDF version of the CO to that external party to get their inputs. Once the response is received, you can incorporate it into the CO and proceed with your action. See to Email a Change Order to External Stakeholders learn more.

Once approved, the CO gets closed and moves to the 'Final Approval' status. You can also download a PDF version of the closed change order: 

• Click 'Completed' on the left to see the list of all closed change orders
• Click the Download Pdf link in the 'Download' column

The approved CO is now available to add to the master schedule of the project. The values like costs, schedule and cost impacts, the subcontractor to whom the work is assigned, etc., are automatically imported to the schedule item from the change order. See Add a change order to the schedule for guidance on this.

Once added to the schedule, the cost of the approved change order work adds to the project budget. You can view the change orders added to the budget in the 'Finance' > 'Budget' > 'Change Order' screen. See View Budget Updates for more details.

Tip:
You can initiate or take part in a conversation to chat with the team members and the participants of the change order at any stage. Click the button on the top right. See Chat and collaborate on a CO for more guidance