About takeoffs and change orders

Note: This functionality is available only if you have the Estimating Module.

You can estimate change order work without modifying the original takeoff. For each change order, create a new bid item and assign it bid item type 4-Change Order. In the takeoff, select the new bid item and enter the changes. To reduce a quantity or remove an assembly or part entirely, back out the cost by entering the item with a negative quantity. To add assemblies or parts, enter the necessary items in the change order bid item. After you are finished entering change work, you can export the change orders.

Suppose that you are building a residential home, and the client decides to upgrade the bathtub to a whirlpool bathtub. In the takeoff, you create bid item 3-CO 1 whirlpool tub. In the takeoff grid for bid item 3-CO 1 whirlpool tub, you enter the part for the tub and assign it a negative quantity to back out the original cost. You then enter the part for the whirlpool bathtub using a positive quantity.