Alternates & Change Orders
- Lets you price optional scope (e.g. upgraded finishes, add/deduct options) separately from the base bid.
- It houses its separate Takeoff and Estimate for you to add components and items to the alternate the same way you would for base scope.
- Alternates are tracked separately, so you can show the cost impact of each option without changing your base number.
- Capture scope changes after award, keeping the original estimate intact.
- Add or adjust quantities and items within the change order. Pricing follows your project database and markups.
- Each change order keeps its own record, so you have a clear audit trail of how the contract value changed over time.
Creating an Alternate/Change Order
Head over to your Bid Package → Select Add Alternate/ Change Order → Give it a name → You can add subsequent Alternates or Change Orders as well.
Accept/Pending Alternates & Change Orders
- Accepted: Once approved, it rolls into your project totals and reports. You can switch the status as decisions come in.
- Pending: The alternate or change order is under review and is not included in your project totals. Master Estimate → Markup tab → click on the check boxes
Did this answer your question?
😞
😐
🤩