Contract Change Order - Financial Markups - Create

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Contract - New Change Order

Contract Change Order - Financial Markups

Maintain/View Financial Markups when creating a Contract Change Order

This help pertains to maintaining Financial Markups during the add of a new Change Order for a Contract.

1. If required, Initiate the add of a new Contract Change Order, see Contract - New Change Order.
   The New Contract Change Order form displays (see Contract Change Order – Add - Form Layout and Navigation for more information on the form).
   The required fields on the General component need to be entered before the Contract Change Order can be saved. This can be done before or after the Financial Markups are created. See Contract Change Order - General.
2. Click on the Financial Markups on the Form Navigation Menu Options on the New Contract Change Order form.

   

   The Financial Markups component for the new Contract Change Order displays.
   The display will differ depending on different circumstances. See Contract Change Order - Financial Markups - Create - Layout and Navigation for more information on how the information displays.
   During this session, depending on different factors, Financial Markups can be added, copied, edited or deleted. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below).
3. If applicable, copy the Financial Markups from the Contract, see Contract Change Order - Financial Markups - Copy from Contract During Contract Change Order Creation.
4. Add Financial Markup, see Financial Markup - Add.
5. Edit Financial Markups (if applicable), see Financial Markup - Edit.
6. Delete a Financial Markup, see Financial Markup - Delete.
7. Set the order the Financial Markups display or are used in Compounding, see Financial Markup - Setting the Order.

View Impacts of Changes on the Schedule of Values

1. If required, view the impacts of changes of the Financial Markups on the Schedule of Values, click on the Schedule of Values on the Form Navigation Menu Options on the form. See Contract Change Order - Schedule of Values for more information.

Maintain Additional information for the Contract Change Order or Save the Financial Markups (and end this session)

1. Make additional changes to the Contract Change Order if required, 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 change the Status of the Change Order, see Contract Change Orders - Edit - Status.

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

To maintain the Schedule of Values, see Contract Change Order - Schedule of Values.

Next Steps

See Contracts List - Overview.

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