All Change Requests Lists – Financial Summary
Updated
Suggested Prior Reading
Click here for Grouped List View
OR
Click here for Simple List View
Change Requests - Financial Summary
JobPlanner does automatic pre-set calculations and stores the resulting values in pre-set data fields.
These data fields appear at the top of the All Change Requests Lists for both the Simple and Grouped List Views. See Change Requests - Multiple Lists and Views for more information.
The status of a Change Request determines which data field the values are calculated for and stored in. Change Requests can have the following statuses:
- Draft
- No Charge
- In Review
- Not Pricing
- Pricing
- Not Proceeding
- Proceeding
- Revised
- Approved
- Rejected
- Void
See Change Request – Status for more information on each.
The following is an explanation of the data fields on All Change Requests List - Financial Summary and which Statuses are used in the calculation of the data field. Note* Some statuses appear in multiple data fields and some are not used in calculations at all.
The total Change Request value includes taxes and financial markups.
Pending
- In Review
- Pricing
- Proceeding
- Revised
Projected
- In Review
- Pricing
- Proceeding
- Revised
- Approved
Approved
- Approved
Not included in the above calculations
- Draft
- No Charge
- Not Pricing
- Not Proceeding
- Rejected
- Void
Next Steps
For quick links to the different help topics for the different lists, see one of the help topics below for the applicable list and view:
Click here for Grouped List View
OR
