Create a Change Order

  1. Open a job in the Manage Estimates screen.
  2. On the Change Orders tab, click Add on the speedbar.
  3. In the Reference field, enter an alphanumeric reference code for the change order (for example, CO1 for the first change order, CO2 for the second, and so on). The reference code will be used as the WBS code for the change order.
  4. In the Status field, click and select a status for the alternate. You can use the status to track the alternate through the approval process.
    • None: The alternate has no status.
    • Pending: The alternate is under consideration. You will typically select this status for a new alternate.
    • Acceptable: The alternate has been approved but not posted.
    • Rejected: The alternate has been rejected.
    • Posted: The alternate has been accepted and incorporated into the estimate. You cannot manually select the Posted status—the application will change the alternate's status to Posted when you post it.
    • Cancelled: The change order has been cancelled.
    • Work Auth.: The work included in the change order has been authorized.
    • Work Auth./Bill Allowed: The change order's work has been authorized, and billing for the work has been approved.
  5. In the Description field, enter a description of the change order.
  6. Complete the fields as described on the Change Order Screen Field Reference.
  7. Click OK.