Contract Change Order - Add/Edit/View - General Information

Updated 6 days ago by Customer Service

General Information Overview

When adding or editing a Contract Change Order, there is a General component that has all the general information pertaining to the Change Order.

The Contract General component has various sections. This help pertains to the fields available for the General Information section. The information is the same for new Change Order versus editing existing Change Orders. The following screen prints are for editing an existing Contract. Adding a New Contract will just have a different form title, labelled New Contract Change Order (instead of the Change Order number). (See Contract Change Order - General for more information).

All the General Information can be added or edited, regardless of the Status, except the Client which is inherited from the Contract. (See Contracts Change Order - Status for more information).

The System Administrator can turn on/off visibility of some fields and/or set if the field is required or not. Therefore, the form may not appear exactly as displayed in the help (see Settings - Contracts - Change Order Core Field Settings).

To add or edit General Information:

From the Contract - New Change Order form or the Contract Change Order - View/Edit form, click on General on the Form Navigation Menu Options (if not already selected).

Add or change the General Information as described below.

See Contract - Data Settings for more information on each field.

Name	Description
Executed	This option identifies whether or not the Change Order is fully executed. Click on the Executed slider bar or the Executed text (next to the General Information text). It will slide right and turn green to indicate that it is executed. Click on it again to toggle it off if necessary. It will slide left and turn gray to indicate it is off.
Field Change	This option identifies whether or not the Change Order was initiated from the field to document changes. Click on the slider bar or text to toggle this option on/off (follow the instructions above for Executed).
Paid in Full	This option identifies whether or not the Change Order was paid in full. It is for easy identification of that, versus reviewing the invoicing and payments. Click on the slider bar or text to toggle this option on/off (follow the instructions above for Executed).
Client	The Client for whom the work is being done. This may also be called the Owner or Principle or it could be a General Contractor (whomever is financing the project). This field can not be changed as it is inherited from the Contract.
Reviewer	The person responsible for reviewing the information. To add a new Reviewer or change the existing one: Click on the Edit button next to the Reviewer text. The list of Project Contacts is displayed. If there is not a Reviewer already assigned, All Project Contacts display. If there is already a Reviewer assigned, that Project Contact won't be listed. See Select Project Contact for more detailed information on this form. Below are quick steps to selecting the Contact. Click in the box to the left-hand side of the Contact to select it. The box will fill in to indicate its selected. Only one Contact can be selected at a time. If there was already a Contact assigned, selecting a different one will remove that one and replace it with this selection. Click the Save button. The selected Contact displays.
Received From	The individual this Change Order was received from. Only one Received From can be selected at a time. Follow the instructions above for adding or changing the Reviewer but clicking the Edit button next to the Received From text. The list of Project Contacts is displayed. If there is not a Received From already assigned, All Project Contacts display. If there is already a Received From assigned, that Project Contact won't be listed.
Number	The Contract Change Order Number. This can be manually typed in or the system will auto-populate this with a number if it is left blank. This is a required field. The format of the Number is set by the System Administrator. See Settings - Contract - Change Order Settings. It displays on Contract Specific Change Order Lists and Lists of all Change Orders for all Contracts for the Project (by default but can be turned off to display).
Change Reason	The Reason for the change. This is the short abbreviated reason. Type in the information.
Invoiced Date	This is the date the Change Order was invoiced. It is for easy identification of that, versus reviewing the invoices. It displays on Contract Specific Change Order Lists and Lists of all Change Orders for all Contracts for the Project (by default but can be turned off to display).
Due Date	The date the work on this Change Order is scheduled to be viewed. It displays on Contract Specific Change Order Lists and Lists of all Change Orders for all Contracts for the Project (by default but can be turned off to display).
Description / Notes	This is a description of the Change Order. It displays on Contract Specific Change Order Lists and Lists of all Change Orders for all Contracts for the Project (by default but can be turned off to display).

Add, Edit or View additional information on the Change Order General form, see More Information below.
OR
Click the Save button when all the changes have been made.
OR
Click the Close button to not make the changes.
The Contract List Displays.