Contract Change Order - Add - Status
Updated
Suggested Prior Reading
Overview
The Status is used to manage the Contract Change Order. See Contract Change Orders – Status for a description of all the Statuses, and the functional impacts and see Contract Change Orders – Status - Where Used for where Status(es) are displayed and reported and how they are used.
When adding a Contract Change Order, the Status defaults to Draft (but can be changed during the add if required). See Contract - New Change Order.
The Status displays near the top of the New Contract Change Order form, and displays there regardless of which Contract Change Order component is selected: General, Schedule of Values, Financial Markup. The status can be changed when any of those Components are displayed as it is the status for the entire Contract Change Order.
If the Status is changed during the Add, the Status change is automatically saved without any further actions required. In addition, if the Contract Status is changed, the form layout may change if there is different functionality associated with the new Status.
To set the Status during the Add
- Initiate the add of a new Contract, see Contract - New Change Order.
The New Contract Change Order form displays. The Related Contract is also listed (and can be clicked to exit the form and display that Contract).
- To change the Contract Status during the Add, click in the Status drop down (it displays near the top of the form below the New Contract Change Order form title and Related Contract and displays regardless of what Component is selected to display: General, Schedule of Values and Financial Markup).
This list of Contract Change Order Statuses display. The currently selected status is highlighted gray in the drop down list.
- Select the Status.
- Enter or change other information as required, see Next Steps below.
OR
Click the Close
button to close the form without making any additional changes. The Status change is automatically saved.
The Contract List displays.
Next Steps
Enter or Change general information about the Contract Change Order, see Contract Change Order - General.
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.
Email a PDF of the Contract, see Contract Change Orders - Email.
Create a PDF of the Contract, see Contract Change Orders - Export.
