Add an Alternate from the Alternate Panel Tab in the Takeoff Tab

  1. Open a job in the Manage Estimates screen.
  2. From the Takeoff tab, open the Alternate panel tab.
  3. Click Takeoff Item and select Add Item.
  4. In the Reference field, enter an alphanumeric reference code for the alternate (for example, A1 for the first change order, A2 for the second, and so on). The reference code will be used as the WBS code for the alternate.
  5. In the Group field, enter the name of the alternate group for this alternate.
  6. 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.
  7. In the Description field, enter a description of the change order.
  8. Complete the fields as described on the Alternate Screen Field Reference.
  9. Click OK.