Add Custom Fields to Change Orders

Based on the unique requirements of your project's scope or company policies, you can add custom form fields to capture specific details about change orders pertaining to a project. These fields complement the standard fields provided by default for change order creation and processing.

• Custom fields appear on the 'Details' page of the change orders, ensuring a seamless data entry experience.
• Information entered into these fields is accessible to all users with access to the document item, promoting transparency and collaboration.
• Data from custom fields is automatically included in reports generated for the project's change orders, ensuring detailed and accurate documentation.

See Custom Form Fields For Project Documents - Overview if you need more details.

To add a custom field to the change order module

• Ensure that you are on the 'Custom Field Configuration' screen of the project's 'Finance' module. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Finance'
  • Click 'Config' on the top, then select 'Custom Fields' on the left
• Click 'Add Custom Field' at the bottom

The module drop-down at the top is automatically set to 'Change Order'

The list displays the custom columns available in the company-level master list for implementation in the change order module of the project.

Tip: If the desired custom field is not listed, reach out to your company administrator to have it added at the company level. Once the new field is added, you can revisit and complete the process to include it in your project.

• Select the field you want to add to the project change orders by clicking its serial number

Tip: Use the 'Ctrl' or 'Shift' key on your keyboard to select multiple items at once.

• Click 'Save' for your settings to take effect.