Upon creating a new change order, the values automatically default to Approved status with the "Release to Accounting" and "Update Contract Amount" values checked. Please fix this so that the default values are Not Issued or Potential and the checkboxes are not checked automatically. Sometimes people don't catch this and upon saving inadvertently approve something that hasn't been approved by the client yet!
by: Siri H. | over a year ago | 2 Project Management
Comments
Agreed. We need the signed change order to be returned from the owner before we can set the status to approved in Timberline. Please allow the default status to be customized or set to Not Issued/Potential as mentioned above.
Yes, we need this. We have had many issues with staff prematurely approving submitting change orders and it hurts our financials.