Change Orders allow you to make changes to a Project after the Project has been approved. Change Orders can be managed via the Change Orders tab at the bottom of the Project Explorer.
Mark Project as Approved
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.
There may be fields you need to fill out as per the Approved Project Required Fields settings under the Control Panel before you can approve the project.
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 the 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 creating a revision, the ability to manually create Revisions will be disabled.
There is an option under Project Number Format to set the Revision Number to blank vs. incrementing the number when the project is approved.
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.
Quantity-Based Projects Rule
There is a Project Rule that you can set to automatically convert a Quantity-Based Project to a Unit-Based Project when a Project is approved.
Mark Project as Unapproved
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.