This guide covers how to review and approve (or reject) Change Orders that have been submitted for production projects in Terial.

Approving or rejecting a Change Order updates the status and, if approved, automatically increases the Gross Contract Value for the project.

Follow these steps to manage a pending Change Order:

Step 1: Navigate to the Change Orders table in the Projects tab, and filter by “Pending Approval” to click into the Change Order you want to approve or reject.

Note: You can also access Change Orders from within the individual Project page.

Step 2: Click “Approve/Reject” on the Change Order:

If Approved, enter the approved amount, upload the Change Order confirmation document from your customer, then click Save and Complete.

If Rejected, enter the reason in the field provided and upload any necessary documentation. Then click Save and Complete.

Step 3: Review the Updated Contract Value on project page

Once approved, the Change Order status updates and the “Updated Contract Value” is automatically increased by the approved amount on the Project page.

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