Creating and sending Change Orders

Creating a Scope Change Order

1. Open your project in Eano Pro
2. Navigate to the Scope Tab
3. Click "Add Change Order" within the Scope Tab
4. Fill in the scope change details:

• Description: Clearly explain the proposed scope modifications
• Cost impact: Specify any additional expenses due to scope changes
• Timeline impact: Note schedule adjustments resulting from scope changes

Client Notification and Scope Approval Process

• Clients receive instant email and app notifications about new scope change orders
• They can easily review and respond to scope modifications through the user-friendly Eano app or web interface
• You'll be promptly notified of their decision on the proposed scope changes

How Clients See the Change Order for Approval:

Scope Change Order Statuses

• Pending: Awaiting client review of scope changes
• Approved: Scope modifications accepted by the client
• Declined: Scope changes rejected by the client

Financial Integration and Milestone Creation for Scope Changes

• Approved scope change orders automatically update your total contracted amount
• They seamlessly convert into project milestones, reflecting the updated project scope

Best Practices for Scope Change Order Management

• Be prompt: Submit scope change orders as soon as the need for modification arises
• Provide detail: Clearly explain the reasons and impacts of the scope changes
• Keep records: Maintain a comprehensive history of all project scope modifications

By leveraging Eano Pro's Change Order feature in the Scope Tab, you can enhance your project scope management process, improve client relationships, and ensure accurate financial tracking of scope changes. Start using this feature today and experience smoother project scope modifications!