All Change Request Lists - Bulk Actions - Financial Markups - Copy from Contract

Updated 3 months ago by Customer Service

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All Change Requests Lists - Bulk Actions - Contracts - New Change Order

Bulk Actions - Contracts - New Change Order - Copy Markups

If Line Items from a Change Request are being added to a New Change Order, and there were Financial Markups on the Contract the Change Request is associated with, a message displays on both the Schedule of Values Component and Financial Markup Components, that there are uncopied financial markups from the Contract and there is an option to copy them to this Contract Change Order.

If they are copied, all the Financial Markups from the Contract are copied, but they can then be maintained on the Contract Change Order.

To copy the Financial Markups from the Change Request to the Contract Change Order

1. Click the Copy Markups button.

The Financial Markups menu option changes to display the number of Financial Markups copied.

The Schedule of Values component changes to display the Financial Markups.

For more information on how Financial Markups display, see Financial Markup - Overview. The example below shows a Financial Markup that has been set as a column for each individual line item.

As long as the Contract Change Order is in a status that enables editing (see Contract Change Orders - Status), the Financial Markups that were copied can be maintained.

Even though the Financial Markups are displayed, this is a working session and the Change Order and its Schedule of Values must still be saved to save those Line Items.

1. To maintain Financial Markups, see Contract Change Order - Financial Markups.
2. Add or modify other Contract Change Order information including maintaining the Schedule of Values (see More Information below).
   OR
   Click the Save button (at the bottom of the form) to save the Contract Change Order.
   Click here for more information on the Save function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markups Components.
   This list the function was invoked from displays. See Next Steps below.
   OR
   Click the Save & Email button (at the bottom of the form) to save the Contract Change Order and email it.
   Click here for more information on the Save and Email function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
   OR
   Click the Close button (at the bottom of the form) to close the form without saving the Contract Change Order.
   Click here for more information on the Close function.

   If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.
   
   If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
   
   
   
   Click the Cancel button to cancel the Close action and return to the Contract Change Order View/Edit form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
   OR
   Click the Save button to save the Contract Change Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.

More Information

To maintain the Line Items added from the Change Request, see Contract Change Order - Schedule of Values - Maintain when created from Change Requests.

To add a Line Item, see Contract Change Order - Schedule of Values - New Line Item.

To delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.

To maintain the General Information, see Contract Change Order - General.

Next Steps

See the help below for the view applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views for which one is applicable) and for the list the function was initiated from:

OR

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