Dashboard > Settings > Modules > Change Orders
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your project and company data. This can be done per individual or by applying Permission Templates.
In order to manage your Change Order settings, users will need Edit permissions for (Company) Settings
Ensure your Change Orders look and act exactly the way you want them to with Change Order Settings. Here, you can customize just how your Change Orders and Potential Change Orders will be viewed.
In your Company Settings, under the Modules tab in Change Orders, you'll see the following checkboxes for Change Orders and Potential Change Orders
Simplified item totals
Overhead and profit as $ (with derived % shown)
When unchecked, you'll see a more detailed view of each of your Change Order items, allowing you to include quantities, rates, etc. as well as your Overhead and Profit fields showing as percentages.
When checked, you'll see a more simplified view of your CO items; Name, Cost Code, and Amount. And your Overhead and Profit fields will be shown as dollar amounts
Terms & Conditions for your Change Orders can also be customized in your Settings
