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Administrator Guide
Last Updated: 2025-05-30
Create Change Order in Statement of Work

Create Change Order in Statement of Work

Statement of Work (SOW) managers and vendor users can use change orders to update
Active
 SOWs, depending on your tenant settings. Each SOW can only have one change order in progress at a time.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Open the relevant SOW.
  3. Click
    Create Change Order
    .
  4. Enter a
    Title
     and select a
    Reason for Change Order
    , then click
    Next
    .
  5. Locate the section of the SOW where you want to make changes, then click
    Edit
    . You can edit sections on any tabs in the SOW.
  6. Make your changes and click
    Save
    .
  7. Click
    Review and Send
     to review your changes.
  8. Once you review your changes, click
    Send to Vendor
    .
    Depending on your
    Skip Vendor Review for Change Orders
     settings (
    More
    Company Settings
    Statement of Work
    SOW Configuration
    Change Order Configuration
    ), you can skip the vendor review process for some fields. If you enable this setting and only edit fields that don’t require vendor review, the
    Send to Vendor
     button displays as
    Approve Change Order
     instead.
Once the change order is created and sent for review:
  • VNDLY sends the
    Review SOW Change Order (Vendor)
     task to vendor recipients and the
    Review SOW Change Order (Customer)
     task to client recipients.
  • The change order displays either the
    Awaiting Client Review
     or the
    Awaiting Vendor Review
     status.
Reviewers can’t edit the change order. However, SOW managers can approve or reject it, and vendor reviewers can add comments to it. Once the change order goes through internal approvals, the changes will be made to the SOW.
You can view change orders directly from the specific SOW’s
Change Order
 tab or on the
Statement of Work
 page (
Statement of Work
Statement of Work
Change Orders
). You can also use the
Statement of Work - Change Orders
 dataset in reports.