How does ProtoPM handle change orders?

What a change record holds

• Type, category and description of the change
• Impact area, with the old and new value
• Justification: why it is needed
• Requester, approver, priority and status
• Cost impact for financial changes, plus a free-text note on other impact

The approval flow

1. Log the change in Project Delivery, then Change Log.
2. It stays Pending until someone decides.
3. A user with edit rights marks it Approved or Rejected. The approver is recorded.
4. An Approved change can then be marked Implemented.

Sharing changes with the client

• Viewers can read the Change Log, read-only.
• The client status report PDF lists changes awaiting a decision.
• The full project export (PDF or Excel) includes the whole change log.

What isn't included

There is no e-signature and no approval link that works without signing in. The client's decision is recorded by a team member.

Common questions

Can clients approve change orders in ProtoPM?

Not inside ProtoPM. Clients can read the change log as Viewers, and a team member records the decision.

Does ProtoPM track the cost of a change?

Yes. Financial changes carry a cost impact, and every change has a justification, requester and approver.

Is the change log free?

Yes. It is part of the free plan. No credit card.

Related

• Construction change log software
• Subs and clients
• Budgets and invoices