Change Order Without an Allowance
Once a selection option has been costed and approved by the client, a change order is automatically created with an Approved status for the amount of the selection option cost. This change order can be viewed under Job Financials > Change Orders.
Change Order With an Allowance
A change order is only created when the total value of approved selection options exceeds the remaining balance of the linked allowance. It will appear under Job Financials > Change Orders and reference the relevant cost category.
If the value of the selections does not exceed the allowance, the unallocated allowance balance will remain in the cost category.
Learn how to link an allowance to a selection set in this article.