An "External" change order is a change order (CO) created for tracking changes in a project’s Bill of Materials (BoM) when:
You need to share the changes with the customer via a CO proposal from Cloud for approval.
The customer needs an electronic trail of project changes and a copy of the CO proposal for internal record-keeping.
Create external COs
To create an external CO, select “External” as the CO type when creating the CO. Once you create the CO, you can add, replace, and remove items.
If you want help with creating a CO, check out this article.
You will see a “Create proposal” button in the top-right corner to create the CO proposal. Once created, you can share it with the customer.
Check out this article for more details.
Find external COs
You can filter external COs created for all projects by clicking "External" on the “Project > Change Orders” page.
You can filter external COs created for a project by clicking "External" on the "Details > Change Orders" tab in the Project Details view.
Approval for external COs
The project manager needs to approve the external CO before creating and sharing the CO proposal. Once the customer accepts the CO proposal, the CO changes are factored into the project BoM.
You can see the signed CO under "Overview > Files" in the Project details view.
External COs are assigned CO states depending on who approves the CO.
The following illustration shows how external COs move through the CO states when the project resource or project manager creates the CO.
Check out this article for more details about the Project Manager Approval functionality.