How do I convert a Change Order Request to a Change Order?

In Contractor Foreman, a Change Order Request (COR) cannot be converted directly into a Change Order (CO). However, you can import items from an existing Change Order Request into a new Change Order. This saves time and eliminates the need to manually recreate items that have already been added to the Change Order Request.

How to Import Items from a Change Order Request

1. Create a new Change Order for the project.
2. Select Add Items to Change Order.
3. From the dropdown menu, select Import from Change Order Request.
4. A list of available Change Order Requests associated with the project will appear.
5. Select the Change Order Request(s) you want to import items from.
6. Click Add.

The selected items will be added to the Change Order, allowing you to continue editing and managing the Change Order without having to enter the items manually.

After importing the items, review the details of the Change Order to ensure everything is correct.