Create a change order by copying an existing change order

  1. Open a job in the Manage Estimates screen.
  2. From the Change Orders tab, do one of the following:
    • Select the change order you want to copy and click Copy on the speedbar.

    • Right-click on the change order and select Copy Item.

  3. In the Reference field, enter an alphanumeric reference code for the change order (for example, CO1 for the first change order, CO2 for the second, and so on). The reference code will be used as the WBS code for the change order.
    Note: You must change the reference value when you copy a change order.
  4. In the Description field, modify the description of the copied change order as needed.
  5. Click OK.