Edit an Alternate

  1. Open a job in the Manage Estimates screen.
  2. From the Alternates tab, do one of the following:

    • Select the alternate you want to edit and click Edit on the speedbar.

    • Right-click on the alternate and select Edit.

    • Double-click on the alternate you want to edit.

  3. In the Reference field, modify the reference that identifies the alternate as needed.
  4. In the Group field, modify the name of the alternate group for this alternate as needed.
  5. 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.
    • Included: The alternate has been incorporated into the estimate manually.
    • Other1-3: These statuses can be customized using the Estimating Preferences screen to incorporate your company's business practices.
  6. In the Description field, modify the description of the alternate as needed.
  7. Modify the fields as needed as described on the Alternate Screen Field Reference.
  8. Click OK.