You can manage your pending change orders under the Change Orders tab at the bottom of Project Explorer.

You can also manage change orders within Project Editor for an approved project via Settings > Change Orders.

You can create, edit, open, and delete pending, approved, and rejected change orders using the buttons under the Change Orders tab.

To approve a change order, click the Mark as Approved button.

This will bring up the following dialog.

If you approve an internal change order, you will have the option of whether or not to create a revision.

If items are being added to the project via a change order, they will be added to the project once the change order is approved.

If items are being deleted via a change order that you are approving, you will have the option to maintain the pricing of the deleted items in the project via a placeholder.

A placeholder is a "hybrid package" in SI that can maintain the price of an approved project. This is the only way placeholders can be created in SI, i.e., you cannot manually add these to your catalog or a project.

On the Placeholder tab:

The tax value on the items will also be maintained in the placeholder. If you uncheck any items or uncheck either of the pricing options, the price of the project will change when you approve the change order.

A change order placeholder in SI is not editable. They will be displayed in Project Editor, as shown below.

The Price tab of a placeholder is shown below.

Once approved, you can no longer view the changes via the Change Order filter when Project Editor is open, as this filter only shows pending change orders.

If you need to view an approved change order, open it via the Change Orders tab at the bottom of Project Explorer.

If items that are "marked for deletion" on a change order also exist on other pending change orders, you will get the following prompt informing you that these items will be removed from the pending change orders, and you should rerun and submit new reports to your clients if you don't plan to reject those pending change orders.

To reject a change order, click the Mark as Rejected button.

This will bring up the following prompt.

If, for some reason, you need to "back out" of an approved or rejected change order, you can click the Mark as Pending button.

For approved change orders, you will get a warning of what will happen if you proceed, which will vary based on whether items were added or removed in the change order.

The message will vary for rejected change orders based on whether there were pending additions or items marked for deletion on the change order.

You can lock and unlock change orders based on your user permissions. A locked change order cannot be edited.

If you want to "move" items from one pending change order to another, use the Assign feature within Project Editor.

This will allow you to view a detailed pricing history and changes to labor hours for all change orders.

This view displays the approved change orders and the current project pricing.

You can also display pending, rejected, and internal change orders in this view. This data can be exported to Excel or PDF.

You can export your change order list to Excel or any third-party integrations you use with SI.