CREATING AND USING CHANGE ORDERS IN THE BUILDER
To create a Change Order in the builder, use the following steps:
- Go to Projects, and select the Project that you wish to add a Change Order to.
- Make sure your project is in the Construction Stage. For info on how to change your project's stage, click here. Switching to this Stage changes any unsold Options to potential Change Orders as a convenience.
To create a new change order, click on +Add Change Order
In the overlay that appears, fill out your change order info and click Create.
NOTE: There is no need to click on the Attach to Room checkbox, because this Change Order is intended to be proposed by itself and not in the context of other rooms.
To add items to the Change Order, click All Rooms and All Systems, then click on your Change Order.
Add all of the requested change order items. If they are replacing existing items, rather than just adding things, you can choose what to replace by clicking the line item in the change order to edit the line item's details. Then scroll down to the Option/Upgrade section and check the box next to "Replaces Existing Items That Are Already In This Project"
After a Change Order is sold, you can merge it with your project. We highly recommend creating a new version of the project, before merging, since merging is UNDO-ABLE.
To merge a Change Order, select Edit Options next to your Change Order.
Next, you select to Merge the Change Order with the Project.
This will execute the changes made in the change order and is undo-able.