Change Request - Financial Markups - Accessing and Viewing

Suggested Prior Reading

Change Request - Financial Markups - Overview

Accessing and Viewing the Financial Markups

  1. Initiate the add of a new Change Request
    OR
    Initiate the edit of an existing Change Request
    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:

Grouped List View

Click here for help creating a new Change Request
Click here for help for editing of an existing Change Request

Simple List View

Click here for help for creating a new Change Request
Click here for help for editing of an existing Change Request

The New Change Request form displays. See Change Request – Add - Form Layout and Navigation.

OR

The Change Request View/Edit form displays. See Change Request – View/Edit - Form Layout and Navigation.

  1. Click Financial Markups on the Form Navigation Menu Options on the form.

The Financial Markups component for the Change Request displays.

Click here for accessing Financial Markups for a New Change Request
In this example, the Contract had no Financial Markups, so none were created on the Change Request.

Click here for accessing Financial Markups for an existing Change Request
In this example, the Contract one Financial Markup was created on the Change Request.

Next Steps

See Change Request - Financial Markups - Layout and Navigation.


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