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Work Orders & Change Orders
Managing Change Orders
Create change orders for scope changes and track their financial impact.
Managing Change Orders
Change orders document scope changes that affect project cost or timeline.
Types of Change Orders
ZonaPlan supports two types: - **Client Revenue Change Orders**: Changes requested by the client that add or reduce revenue - **Vendor Cost Change Orders**: Changes in vendor scope that affect your costs
Creating a Change Order
- Open a project
- Go to **Change Orders**
- Click **Create Change Order**
- Fill in:
Approval Workflow
| Status | Description |
|---|---|
| PENDING | Change order submitted, awaiting approval |
| APPROVED | Change accepted — financials updated |
| REJECTED | Change declined — no financial impact |
Signatures
Change orders support digital signatures: 1. Create the change order 2. Send for signature 3. The signing party can sign digitally via a secure link 4. Signed change orders are locked and cannot be modified
Financial Impact
Approved change orders automatically update: - Project budget (for revenue changes) - Project costs (for vendor cost changes) - Financial reports reflect the change