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In Scope vs Out of Scope Change Orders
In Scope vs Out of Scope Change Orders

This article explains how to determine whether a change order is in scope or out of scope, and how to make necessary adjustments.

Ian Sharp avatar
Written by Ian Sharp
Updated over a week ago

This guide provides a walkthrough on managing the scope of change orders associated with contracts. It explains how to determine whether a change order is in scope or out of scope, and how to make necessary adjustments.

Step 1: Begin in the budget section.

Step 2: Alternatively, start directly in the change orders section, or select the specific contract and change orders to work on.

Step 3: For this example, navigate through the budget. Select the change order for "total electrical" worth eighty-four thousand dollars.

Step 4: Click on the selected change order. The change order number appears. Click on the link.

Step 5: Observe the scope status of the change order. If it's marked as out of scope, it might be a customer change order. This implies the customer has agreed to cover the cost of the change, making it out of the project's scope. If it's necessary for the change order to be within the project's scope and executed by the company, change its status to in scope.

Step 6: Note that change orders marked as out of scope are less likely to be associated with the budget.

Step 7: Even when a change order is out of scope, it's still visible in the budget. This is because an additional budget allocation is made for this out of scope change order, since the in scope change order was already associated with the budget.

Step 8: Make the necessary changes to the scope status. There's no need to save anything.

Step 9: Simply click and change the status.

When creating a change order, there's an option to determine whether it's in scope or out of scope. This concludes the overview of managing the scope of change orders.

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