Versions & Approval

Every project is made of one or more versions. A version is a complete snapshot of the rooms, line items, and financials at a point in time.

What a Version Is

When you create a project, it starts with a single Draft version. Everything you do — adding rooms, dropping in line items, adjusting pricing — happens inside that version.

You can branch a new Draft off any other Draft version at any time. The branch starts as a full copy and then evolves on its own. This is useful for "what-if" pricing — a budget option vs. a premium option, for example — without touching the original. For the full walkthrough of branching, switching, archiving, and promoting versions, see Project Versions.

The Version Pill

At the top of the project's Details page is a small pill showing the current version's name and its status. The status is always one of three values:

• Draft — the version is editable. You can add and remove rooms and lines freely.
• Contracted — the version has been approved. Line edits are blocked. Any further change happens through a Change Order.
• Archived — the version is read-only history (typically a Draft you branched away from).

Approving an Estimate

Approval is what turns a Draft into a Contracted version and creates the Contract record.

1. From the project's Details page, open the Generate Estimate modal.
2. In the dropdown, pick the saved estimate you want to make official.
3. Review the totals and the line breakdown shown in the detail panel.
4. Click Approve.

The version pill flips to Contracted, the project's line items become read-only, and the approved estimate now carries an [APPROVED] badge in the dropdown for the rest of the project's life. Any other Draft versions in the project are archived automatically at the same moment — the contracted version becomes the single live one. To bring an earlier option back, Promote it from the picker (see Project Versions).