We are looking to utilize the Change Request and Change Order process in the Project Management module. However, we are not sure what the proper workflow here should be. From what I understand, the PM would create the Change Request, Create a Change Order (everything unapproved at this point) so that the documents can be sent to the client for approval.

For the other general contracting companies out there, do you provide your clients with both the Change Request and the Change Order documents? Once approved do you provide them to Accounting to approve the Change Order and link it to the Contract Item?

Just trying to understand the proper workflow process here.