How to View and Revert Change Order Versions

Overview

The Change orders page in a project shows every version of your quote, including whether each one has been sent to the client, seen, and approved. This is also where you track change orders, because you can see the different versions of approved quotes. Each version keeps its intermediate saves, so you can review what changed and go back to an earlier version.

Open Your Quote Versions

1. Go to your Pipeline.
2. Select the project.
3. On the left-hand side, under Production, click Change orders. All the versions of the quote are listed (for example, Revision #1), with whether each has been seen or not seen and approved or not approved.

View and Revert Intermediate Saves

1. Find the intermediate saves under a version (for example, 45 intermediate saves).
2. Click the arrow icon to expand the list. Each intermediate save made on the proposal is shown.
3. To see what changed in a save, review the changes in that window.
4. To look at that version of the quote, check it out.
5. Go back into the estimate to see that version.

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Summary

Go to your Pipeline, open the project, and click Change orders under Production on the left-hand side. You'll see every version of the quote and its sent, seen and approved status. Expand the intermediate saves to review the changes in each save or check out an earlier version, then go back into the estimate to see it.