How to Download and Customize Change Order Letters

Change order letters provide formal documentation for changes to your project scope and cost. Use this guide to download Recommendation, Approval, and Order letters, add custom text, attach supporting documents, and control who authorizes them.

Before you start

• Select the appropriate Contract Standard on the contract. It's not required, but letters won't include the correct contractual clauses without it. See Setting Up Your Contracts for Comprehensive Payment Letters.
• Ensure change orders are created and completed in the Changes register.

Letter types

Download a change order letter

1. Go to your Cost module from the side navigation menu.
2. Click Changes in the top navigation.
3. Find the change order you want to work with.
4. Click the Action button next to your change order.
5. Select your letter type from the dropdown menu:
   • Change Approval PDF
   • Change Order PDF
   • Change Recommendation PDF

Note: You can download all three letter types at any change order status.

Add or edit text in change order letters

Open the Description tab

1. Click the Action button on your change order and select Edit Change.
2. Click the Description tab. You will find the Recommendation and Approval sections.

Add Recommendation text

The Recommendation text appears on Recommendation letters only.

1. Scroll to the Recommendation section.
2. Enter your custom text using the rich text formatting toolbar.

Note: Recommendation letters will be blank unless you enter Recommendation text.

Add custom Approval text

The Approval text appears on both Approval and Order letters. It includes pre-filled contractual statements from your selected contract standard, which you can edit.

1. Scroll down to the Approval section.
2. Click the toggle labeled Customize your letter's text.
3. Edit the pre-filled approval text or add your own text using the rich text formatting toolbar.

Edit the pre-filled change order clause

1. Click Contracts in the top navigation.
2. Click the Action button on the contract and select Edit Contract.
3. Click the Terms tab, then select Change Terms.
4. Update the standard change order clause as needed.
5. Click Update to save your changes.

Attach supporting documents

When you download any change order letter PDF, a pop-up asks if you would like to add attachments. Only PDF attachments are supported.

1. Select the files you want to include from the Available Attachments list on the left.
2. Selected files appear in the Selected Attachments on the right. You can reorder them as needed.
3. Click Continue to generate the letter with the selected attachments, or continue without attaching files.

Note: Available attachments are files uploaded to the change order form. To add new files, open the change order form, go to the Attached Files section, and upload your documents before downloading the letter. You can click any uploaded file to open the Documents preview panel and verify it before attaching.

Add internal notes

1. In the change order form, scroll to the Notes section.
2. Add internal comments explaining the change order or any context for your team.

Note: Notes are internal only and do not appear on any downloaded change order letters.

Save and download your letter

1. Click Update and wait for the confirmation message.
2. Click the Action button again next to the change order.
3. Select the appropriate change order letter PDF to download your completed letter.

Change the "Authorized by" on letters

1. Click Contracts in the top navigation.
2. Click the Action button on the contract you want to edit and select Edit Contract.
3. Ensure a Contract Standard is selected. This enables the Roles tab.
4. Click the Roles tab.
5. Complete the required role fields with the correct names and details.
6. Use the toggle on the role that should display as Authorized by on letters. The available roles and the toggle's name depend on the contract standard selected (for example, with the A133-2019 standard the roles are Owner, Construction Manager, Project Manager and Architect, and the toggle is called Architect).
7. Click Update to save your changes.

Note: When one role is toggled on, the toggle option for other roles will be grayed out.

Reassign change order lines

You can reassign change order lines to a different contract line item after creation.

1. Open the change order form by clicking Action > Edit Change.
2. Find the line item you want to reassign.
3. Select a different contract line item from the dropdown.
4. Click Update to save your changes.

Note: A warning appears if there are existing payments on that contract, but you can still submit the form.

Troubleshooting and FAQs

Can I edit the pre-filled change order clause for just one change order?

No. Change order clauses are set at the contract level in the Terms tab. Changes apply to all future change order letters for that contract. Use the custom approval text feature to add change order-specific content.

What happens if I have multiple roles filled in but no toggle selected?

Change order letters won't show an "Authorized by" person until you toggle on a specific role. Make sure to select the appropriate role and save your contract.

What if the letters don't reflect my recent changes?

Ensure you clicked Update and saw the confirmation message. Refresh the page if changes don't appear immediately.

Why doesn't 'Change Orders Previously Approved' match what I expect?

It only includes other In Principle/Approved change orders whose own Date Approved (or In Principle Date) falls on or before this change order's own Date Approved (or In Principle Date). Both dates count as approved. It isn't simply every approved change order, and it isn't based on Change Number order.

Make sure every contributing change order has its date field filled in accurately.

Need help?

Contact Mastt Support for additional assistance with change order documentation.