To change a component to an alternate

You may want to change a component to an alternate to exclude its part/pricing information from the contract for your customer. By doing so the alternate will appear in the alternate list section of proposals and in Cost Status Reports if the status is defined as Accepted or Undecided and will be disregarded altogether if the status is defined as Declined. If the alternate is defined as Accepted its data will also be present in the Project Manage Summary Mode. However, the part information and costs will not be reflected in the project specifications section of the proposals and base bid.

1. Load the project for which you want to change an alternate to a component. This is done within the Customers Manager.
2. Select the component that you want to change to an alternate from the Alternate/Component List.
3. Click the Edit button beneath the Alternate/Component List.
4. The Component will now open in the window. At the top of the screen click the Alternate side of the Component/Alternate switch.
5. Click the Save button.
6. Click the Close button to return to the Project contents. Notice that the part information that was previously contained in the alternate is now displayed in the Project Manager main window.