An External Change Order is a Change Order (CO) created for tracking changes in a project’s Bill of Materials (BoM) when:
The changes need to be shared with the customer via a CO proposal from Cloud and the customer needs to approve the proposal.
The customer needs an electronic trail of the project changes and a copy of the CO proposal for internal record-keeping purposes.
Creating 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 proposal for the CO.
Approval for External COs
The External CO will need to be approved by the Project Manager to let the CO creator create the CO proposal. Once the CO proposal is accepted by the customer, the CO changes are factored into the project BoM.
External COs are assigned relevant CO states depending on who approves the CO.
This illustration depicts how external COs move through the CO states when the CO is created by the Project Resource or the Project Manager.
Check out this article for more details about the Project Manager Approval process.