Print, share, or email a change order (CO)

Open the change order details

1. Go to Projects and select a project in the Quick Select section.
2. Select COs in the Client Contract Admin section.
3. On the COs page, select a change order number from the list.

Print or download the change order

1. On the Change Order (CO) Information page, select Reports > CO Proposal.
2. Select the Format.
3. Select a report Template.
4. Select one of the following Export Options:
   • DOC (Word 2003)
   • DOCX (Word 2007)
   • PDF (Adobe Acrobat)
5. Select Ok.

Share the change order details report through the TeamLink Portal

1. On the Change Order (CO) Information page, select Reports > CO Proposal.
2. Select the Format.
3. Select a report Template.
4. Select one of the following Export Options:
   • Save DOC to Linked Files
   • Save PDF to Linked Files
5. Select Ok.

The file is listed in the Linked Files section and the Show In Portal option is selected by default.

Send the prime contract through email

1. On the Change Order (CO) Information page, select Reports > CO Proposal.
2. Select the Format.
3. Select a report Template.
4. Select one of the following Export Options:
   • Email DOC (Word 2003)
   • Email PDF (Adobe Acrobat)
5. Select the Email Template.
6. Select Ok.
7. Select the recipients in the Recipients List section and optionally import recipients to the CC List section.
8. Optionally, in the Linked Files section, deselect the Grant Access option next to the files that must not be shared through the TeamLink Portal.
   Files in the Linked Files section are not added as attachments to the email.
9. Optionally, select Choose File in the Email Upload Attachment section to include any additional files as attachments to the email.
   Files uploaded in the Email Upload Attachment section are not added to the Linked Files section or shared through the TeamLink Portal.
10. Optionally, update the Subject as needed.
11. Select Send Email.

    The report is added as an attachment to the email.