Contract Change Order - Add/Edit/View - Details
Updated
Suggested Prior Reading
OR
Contract Change Order - View/Edit
OR
Contracts - List of All Change Orders - View/Edit
To edit Contract Change Order Details:
Status
For more information on the Status(es) for Contract Change Orders, see Contract Change Orders – Status.
- Change the Status if required, see Contract Change Orders - Setting the Status.
Note* If the Contract Status is changed, the entire Contract is saved automatically. No further actions are required to save the Contract (i.e. The Contract View/Edit Form could then be closed and the status change and any other changes already made during this edit session and prior to changing the Status would be retained). In addition, if the Contract Status is changed, the form layout may change if there is different functionality associated with the new Status.
Contract Change Order Components
The General component displays by default during the Add or Edit but other Components can be switched to via the Form Navigation Menu Options (see Contract Change Order – View/Edit - Form Layout and Navigation for more information).
If any information is changed on any of the components, the overall Contract must be saved to save all the information on all the components. (Note* Changing the Status does invoke the save, but if the Status isn't changed or changes are made to the other components after the Status was changed, then the Contract must be manually saved).
- Enter or change the General Contract Change Order information if required. See Contract Change Order - General for more information.
- Create or maintain the Schedule of Values if required. See Contract Change Order - Schedule of Values.
- Create or maintain the Financial Markups if required. See Contract Change Order - Financial Markups.
Save the Contract Change Order
The Save, Save & Email and Close buttons appear at the top and bottom of the Edit/View form for easy access and can be invoked when any of the Components for the Contract are displays (see Contract – View/Edit - Form Layout and Navigation).
- 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.
Next Steps
To view all functionality available from the Contracts List, see Contracts List - Overview
