Contract Change Order - Financial Markups - Maintaining
Updated
Suggested Prior Reading
Contract Change Order - Financial Markups
Contract Change Order - Financial Markups - Accessing
Contract Change Order - Financial Markups - Layout and Navigation
Maintain the Financial Markups
- Access the Contract Change Order Financial Markups, see Contract Change Order - Financial Markups - Accessing.
During this session, the Financial Markups can have Line Items copied from the Contract (if applicable), added, edited or deleted. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below).
- If applicable, copy the Financial Markups from the Contract, see Contract Change Order - Financial Markups - Copy from Contract.
- 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 Markups (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.
