Change Orders allow you to make changes to a Project after the Project has been approved and they are managed via the Change Orders tab at the bottom of the Project Explorer:
Change Order functionality does not become active until you approve a Project. To approve a Project, make sure the Project is checked-out to you and then click the [Mark Project as Approved] button in the ribbon of the Project Explorer:
Note: There are User Group Permission Settings to determine which user's can mark Projects as approved/unapproved.
This will bring up the following interface:
The Status of the Project will default to the first Status in your list that has its State set to "Won".
When a Project is marked as approved, the following things happen:
All items are marked as approved and price fields are locked
The Unit Price, Margin, Markup, Phase, and Labor Hours fields will not be editable.
All Optional and Alternate Items are removed from the Project
A Revision will be created
In addition to a Revision being created, the ability to manually create Revisions will be disabled.
A checkmark will display in the "Approved" column in the Project Explorer:
No Change Orders are automatically created. You will be prompted to create a Change Order when you attempt to delete or add items in an approved Project. Click here for details.
If you change your mind, you can mark a Project as unapproved via the following button:
When you mark a Project as unapproved, all Revisions and Change Orders will be deleted.
Note: There are User Group Permission Settings to determine which user's can mark Projects as approved/unapproved.