How to Track Change Orders in Bolster

Change orders are a critical component of project management, allowing for the documentation and approval of modifications to the original project scope. Bolster provides a streamlined process for tracking these changes.

Step-by-Step Guide

• Log in to your Bolster account.
• Navigate to the 'Projects' tab on the main menu.
• Select the project for which you need to track change orders.

• Within the selected project, click on the 'Change Orders' section.
  
• Click the 'New Change Order' button to initiate a new request.
• Fill in the required fields, including the change order title, description, and reason for the change.

• Specify the impact on project scope, timeline, and budget.
• Attach any relevant documents or files that support the change order.
• Assign the change order to the appropriate team member for review.

• Once submitted, the change order will be routed to the designated approvers.
• Approvers will receive a notification and can review the details within the 'Change Orders' section.
• Approvers can either approve, reject, or request modifications to the change order.

• Monitor the status of the change order in the 'Change Orders' section.
• Status indicators such as 'Pending', 'Approved', or 'Rejected' provide real-time updates.
  
• Use the filter options to sort change orders by status, date, or assigned team member.

• Once a change order is approved, update the project plan to reflect the new scope, timeline, and budget.
• Communicate the changes to all relevant stakeholders to ensure alignment.

• Ensure all change orders, whether approved or rejected, are documented for future reference.
• Use Bolster’s archiving feature to store completed change orders, maintaining a comprehensive project history.

By following these steps, project managers can ensure that all changes are documented, approved, and implemented seamlessly, minimizing disruptions and maintaining project integrity.