Show Change Orders in Original Proposal
Kirk Chisholm
Merged in a post:
Proposal Total Changes with Change orders
T
Troy Springston
At the top of each proposal, after the proposal number, the total number at the top should change with approved change orders, not hidden towards the middle of the proposal.
Kirk Chisholm
Merged in a post:
Rework Change Orders
M
Matt Leonard
We haven't used the Change Orders feature since it launched. It's too convoluted. We believe the change orders should appear fully in the same view as the main proposal and should populate in pick lists and project totals. Having to click through without seeing what's on each change order is clunky.
We continue to do what we did before and just make new areas called "Change Order" with a date and have the client re-accept.
Kirk Chisholm
Merged in a post:
Change Orders added to Main Project
A
Andrew Scheler
When a change order is accepted, have the main project page's bill of materials, scope, and rooms update so you can print 1 set of new paperwork that is up to date with change orders included.
M
Matt Leonard
I agree - I'm glad that Change Orders were implemented, but having to click back and forth from screen to screen is clunky. It would be nicer to have them listed as added areas, but maybe change their color or have them sectioned off like the other areas of the proposals. Having everything in one flat screen would be the best.