Add Alternates

Where to find it: Project Detail Page > Add Alternates section

Add alternates are pre-priced optional scope items that clients can activate at any time during a project. They’re common in hospitality contracts where the base scope covers core deliverables and add alternates offer additional services at pre-agreed pricing.

How They Work

• Not included in base scope — Alternates don’t count toward the project budget until activated
• Locked price — The contracted amount is set when the alternate is created
• No tasks until activation — No time can be logged against them until they’re activated

Activating an Alternate

When the client decides to proceed:

1. Click Activate on the add alternate
2. The system creates a real deliverable with the alternate’s name, description, and amount
3. If the alternate was based on a template, tasks are automatically created
4. The new deliverable starts in Contracted status (if the project is contracted/in progress)
5. The alternate disappears from the alternates list

Once activated, the deliverable works exactly like any other — you can assign tasks, log time, and track progress.

When to Use Alternates

• Pre-priced options in a contract (e.g., “Brand Guidelines PDF” as an add-on to a branding package)
• Scope items the client might want but hasn’t committed to yet
• Any work where you want a pre-agreed price that the client can trigger later