Options side by side
Keep alternative materials against the same budget line, with a clear selected option.
Changes & selections
Make design decisions with the budget in view.
A new finish or revised scope can change more than the look of a project. Compare options, record the decision and keep its budget impact clear.
Free beta · Access by invitation
Made for the way projects unfold
Visible financial impact
Check how a choice changes the planned amount before recording a budget change.
A decision you can revisit
Keep change records alongside the original plan, including their approval status.
From an alternative to a recorded decision
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Add the options
Enter the alternatives and their amounts against the relevant budget line.
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Compare the impact
Review the difference from the current selection and discuss the choice with your client.
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Select and review
Select the option to update remaining planned costs. Review the proposed budget adjustment when one is created.
A few useful details
- Does choosing a material record a cost or approve a change?
- No. It replaces the previous option in remaining planned costs and may create a proposed budget adjustment. It does not record a bill or approve the change.
- Can the client approve a change through a portal?
- The beta records approval status in your workspace. It does not provide a client approval portal or electronic signature.
Keep the project connected
Budget
Plan by room or zone, compare options and keep the original budget for reference.
ExploreClient reports
Prepare a clear proposal or budget report, with the right information for your client.
ExploreRead the guide: Managing design changes without losing the budget
Keep choices and costs in the same conversation
Explore material alternatives and change records in the sample project.
Free beta · Access by invitation