This session covers two main topics: improvements to the AI-powered budget import and a preview of the upcoming change order feature.
What's covered:
How the updated budget import works, including file requirements, supported formats, and tips for a smooth upload
A walkthrough of the new change order feature currently in beta — including draft change orders, external vs. internal vs. budget modification types, and the e-signature workflow
Q&A on cost code setup, partial bill approvals, draw flexibility, billable item filtering, and AI rules for auto-populating descriptions
Who this is for: All Adaptive users, particularly those managing budgets across multiple jobs or looking to streamline change order approvals with clients.