Once a project is marked as approved, any further item additions or deletions must occur via a change order.

This example demonstrates creating a change order by deleting an item. A similar process also happens if you add items to an approved project.

1/ Open an approved project.

Notice an "Approved" column for all items on an approved project.

2/ Select the item you want to delete. You can also select multiple items using the Ctrl key on the keyboard.

The following message will be displayed if none of the selected items have associated accessories.

The following dialog will open if any of the selected items have accessories.

The default setting is to mark the accessories for deletion on the change order.

If you do not want to delete one or more accessories, you can convert them to "stand-alone" items in the project.

3/ Click Yes.

If there are no change orders for the project, you will be prompted to create one.

4/ If there is at least one existing pending change order for the project, then a form will open where you can select an existing change order or choose to create a new change order.

When creating a new change order, the following interface will open.

5/ Retain or change the name, and also add any notes.

6/ Choose whether this is an external or an internal change order.

7/ Click Save, and the change order will be created.

When you choose to delete an item from an approved project, the item is only "marked for deletion" and not deleted from the project. A Red X is displayed next to them, and all the fields are struck through.

The items marked for deletion will only be deleted from the project when the relevant change order is approved.

You can have the same items "marked for deletion" on multiple change orders at a time if needed. You can view in which change orders an item is "marked for deletion" via the CO Deleted Number(s) column on the Change Orders layout.

You can use the Undelete functionality to remove an item marked for deletion on a change order. Select the item and click the Undelete button.

Once the items have been added to a pending change order, they are displayed in the Project Editor with a + next to them and Green text.

You can view which change order an item was added to via the CO Number column on the Change Orders layout.

If there is at least one allowance in your approved project, once you choose to add the items to a pending change order, you will be prompted whether or not to add the items to an allowance.

Items added to an allowance will not change the price of the approved project.

You will then be prompted to choose an existing allowance.

You can filter which of the allowances in the project are still "Within Budget" or "Overbudget."

For every pending change order, you can change the following settings: Taxes, Labor Rates (Phases), Price Adjustments, Misc. Items and Scope of Work.

You can use the Change Order filter to decide what items are displayed in the Project Editor. By default, all approved items in the project and the items on pending change orders are displayed.