Change Request - Financial Markups - Layout and Navigation

Suggested Prior Reading

Change Request - Financial Markups - Overview

Change Request - Financial Markups - Accessing

Change Request - Financial Markup - Layout and Navigation

The Financial Markups is a component that displays on the Change Request form during the:

OR

The Financial Markup for items are accessed through the Form Navigation Menu Options and by clicking on the Financial Markups text on the menu item. Note* The number of Financial Markup entered is displayed in brackets next to the text for quick reference. (See Change Request - Financial Markups - Accessing for more information).

When the Financial Markups option is selected, the Financial Markups component is displayed in the middle section of the form.

Click here for the Layout for a adding a New Change Request

Click here for the Layout for editing an existing Change Request

The Financial Markups component is the same for an add or edit, however the top and bottom of the form above and below the Financial Markups component appears differently based on if this is a new Change Request or editing of an existing Change Request. For information on the overall layout of the Change Request form, see Change Request – Add - Form Layout and Navigation OR Change Request – View/Edit - Form Layout and Navigation.

The Financial Markups have a blue messages line indicating additional information that the Change Request Financial Markups are inherited from the Contract and can not be edited.

Next Steps

Maintain the Change Request General Information, see Change Request - Add - General OR Change Request - Edit - General.

Maintain the Change Request Schedule of Values, see:

Change Request - Schedule of Values - Create During Add

OR

Change Request - Schedule of Values - Create During Edit

OR

Change Request - Schedule of Values - Maintain


How did we do?

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)