How to Customize the Change Order Prefix Format?

Overview


Organizations can customize the Change Order Prefix format to maintain a consistent naming structure for change orders across projects. This helps improve project organization, tracking, and internal documentation standards.


Steps to Customize the Change Order Prefix


  • Click the profile icon in the top-right corner, then select Settings from the menu.



  • Once you click on it, you will find the Project & Proposal Numbering option under the Organization Settings tab.



  • Here, you can update your Change Order numbering. After making the changes, click on Update Change Order ID to save them.



Notes: Changes apply only to newly created Proposals and Change orders. Existing IDs will not be modified retroactively. Only users with Admin or appropriate permissions can update ID settings.



Updated on: 09/29/2026

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