Contract Change Order - Add/Edit/View - Attachments
Updated
Suggested Prior Reading
Contract Change Order - General
Overview
When adding, viewing or editing a Contract Change Order, there is a General form that has all the general information pertaining to the Contract Change Order.
This help pertains to Attachments on the Contract Change Order General component (see Contract Change Order - General)
Attachments are general types of file to be included with the Contract Change Order such as specifications or blue prints.
Any type of file can be uploaded in the Attachments section. It can also be removed and viewed.
For New Contract Change Orders or existing Contract Change Orders, files can be uploaded or removed regardless of the Status. See Contracts Change Order - Status for more details.
To add or delete Attachments
- Navigate to the Attachments on the Contract Change Order General form
Depending on whether files have already been uploaded or not or the upload function was previously clicked, the box may appear slightly differently.
The following is how the box appears if no documents have been uploaded and the function has not yet been clicked:
The following is how the box appears if a document has been uploaded or the function previously clicked:
- To upload Attachments, see Contract Change Order - General - Attachments - Upload.
- To delete Attachments, see Contract Change Order - General - Attachments - Delete.
- To view Attachments, see Contract Change Order - General - Attachments - View.
- To enter or change the General Information, see Contract Change Order - Add/Edit/View - General Information.
- To enter or change the additional information, see Contract Change Order - Add/Edit/View - Additional Information.
- Add, Edit or View additional information on the Change Order, see More Information below.
OR
Click the Save
button to save all the information on the General, Schedule of Values and Financial Markup components for the Contract Change Order.
OR
Click the Save & Email
button to save all the information on the General, Schedule of Values and Financial Markup components for the Contract Change Order and send an email with a link to the Contract Change Order in JobPlanner. The Contract Change Order is also added as an attachment in PDF format.
OR
Click the Close
button to close the form without saving the information on any of the Components.
The Contract List displays.
More Information
To change the status, see Contract Change Order - Add - Status OR Contract Change Orders - Edit - Status.
Create or manage Contract Change Order Schedule of Values, see Contract Change Order - Schedule of Values.
Create or manage Contract Change Order Financial Markups, see Contract Change Order - Financial Markups.
Delete a Contract Change Order, see Contract Change Order - Delete.
Next Steps
To view all functionality available from the Contracts List, see Contracts List - Overview
