Contract Change Order - Financial Markups - Accessing and Maintaining
Updated
Suggested Prior Reading
Contract Change Order - Financial Markups
Access the Financial Markups
- Initiate the add of an new Contract Change Order, see Contract - New Change Order.
OR
Initiate the edit of an existing Contract Change Order, see Contract Change Order - View/Edit.
The New Contract Change Order form displays. See Contract Change Order – Add - Form Layout and Navigation.
OR
The Contract Change Order View/Edit form displays. See Contract Change Order – View/Edit - Form Layout and Navigation.
- Click Financial Markups on the Form Navigation Menu Options on the form.
The following is an example of a New Contract Change Order, but the navigation will be the same for editing or viewing an existing Contract Change Order.
The Financial Markups component for the Contract displays.
If no Financial Markups have been created for the Contract this Change Order belongs to, the display will appear as above with no messages.
However, if the Contract for this Change Order has Financial Markups setup, a message appears indicating that Financial Markups exist for the Contract and the number of them and there is an option to copy them.
Copy the Financial Markups From the Contract
To copy the Financial Markups from the Contract, click the 
button on the blue message line:
All the Financial Markups setup for the Contract are copied automatically to the Change Order. The blue message bar no longer displays. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below) and they can still be changed (edited or deleted).
Maintain the Financial Markups
During this session, the Financial Markups can have Line Items added, edited or deleted. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below).
- Add Financial Markup, see Financial Markup - Add.
- Edit Financial Markups, see Financial Markup - Edit.
- Delete a Financial Markup, see Financial Markup - Delete.
- 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
- 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 Change Order or Save the Financial Markup Changes (and end this session)
- Make additional changes to the Change Order if required, see More Information below.
OR
Click the Save
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms. The Contracts List displays.
OR
Click the Save & Email
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Contract in JobPlanner. The Contract is also added as an attachment in PDF format. The Contracts List displays.
OR
Click the Close
button to close the form without saving the information. The Contracts List displays.
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.
