Change Request - General - Attachments - View
Updated
Suggested Prior Reading
Change Request - Add/Edit/View - Attachments
View Files
Files uploaded as attachments for Change Requests on the Change Request General component, can be viewed only after the Change Request has been saved.
For some type of Files, the item can be clicked on to view it (for example some graphics that can be viewed in a web browser). For other types of Files such as word documents, PDFs or excel spreadsheets, they need to be downloaded and then viewed using their native application.
- Click on an item to view it (if it can be opened in a web browser)
OR
Hover on the item. The Download and Delete buttons appear on the graphic in the upper right hand corner (if they don't display, it indicates the Change Request has not yet been saved). - Click on the download button. The file will be downloaded and if there are scanning tools installed, messages may appear from the scanning application. Use File Explorer to check the downloads folder for the document and to view it with its native application.
- To upload Attachments, see Contract Change Order - General - Attachments - Upload.
- To remove Attachments, see Contract Change Order - General - Attachments - Delete.
- To enter or change the General Information, see Change Request - Add/Edit/View - General Information.
- To enter or change the Additional information, see Change Request - Add/Edit/View - Additional Information.
- Add, Edit or View other information for the Change Request, see More Information below.
OR
Click the Save
button (at the bottom of the form) to save the Change Request.ORClick here for more information on the Save function.
This saves the Change Request including any information on the General, Schedule of Values and Financial Markups Components.
This list the function was invoked from displays. See Next Steps below.
Click the Save & Email
button (at the bottom of the form) to save the Change Request and email it.ORClick here for more information on the Save and Email function.
This saves the Change Request as including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Change Request in JobPlanner (and optionally include the Change Request as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Change Request form displays, see Email Change Request.
Click the Close
button (at the bottom of the form) to close the form without saving the Change Request.Click here for more information on the Close function.
If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.
If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
Click the Cancel
button to cancel the Close action and return to the Change Request View/Edit form (see the steps above)
OR
Click the Don't Save
button to cancel changes to the Change Request. The list the add or edit function was invoked from displays, see Next Steps below.
OR
Click the Save
button to save the Change Request including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.
More Information
Create or manage Change Request Schedule of Values, see Change Request - Schedule of Values - Overview.
Create or manage Change Request Financial Markups, see Change Request - Financial Markups - Overview.
If this is an edit of an existing Change Request, view or manage RFQs, see RFQs - Overview.
Next Steps
Grouped List View
Click here for next steps for the Change Requests List (Grouped List View)
To create a new Change Request, see Change Requests List - New Change Request (Grouped List View).
To view/edit an existing Change Request, see Change Requests List - Change Request - View/Edit (Grouped List View).
To select Change Request Line Items and create them automatically on Contract Change Orders, Commitments or Commitment Change Orders or Send RFQs, see Change Requests List - Bulk Actions.
To delete a Change Request, see Change Requests List - Change Request - Delete (Grouped List View).
To email a Change Request, see Change Requests List - Change Request - Email (Grouped List View).
To export a single Change Request, see Change Requests List - Change Request - Export (Grouped List View).
To view and manage RFQs, see RFQs - Overview.
To change Settings for the list display, see Change Requests List - Settings (Grouped List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Grouped List View).
Click here for next steps for Contracts - List of all Change Requests (Grouped List View)
To create a new Change Request, see Contracts - List of All Change Requests - New Change Request (Grouped List View).
To view/edit an existing Change Request, see Contracts - List of All Change Requests - Change Request - View/Edit (Grouped List View).
To select Change Request Line Items and create them automatically on Contract Change Orders, Commitments or Commitment Change Orders or Send RFQs, see Contracts - List of all Change Requests - Bulk Actions.
To delete a Change Request, see Contracts - List of All Change Requests - Change Request - Delete (Grouped List View).
To email a Change Request, see Contracts - List of All Change Requests - Email (Grouped List View).
To export a single Change Request, see Contracts - List of All Change Requests - Export (Grouped List View).
To change Settings for the list display, see Contract - List of all Change Requests - Settings (Grouped List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Grouped List View).
Simple List View
Click here for next steps for the Change Requests List
To add a new Change Request, see Change Requests List - New Change Request (Simple List View).
To view/edit an existing Change Request, see Change Requests List - Change Request - View/Edit (Simple List View).
To delete a Change Request, see Change Requests List - Change Request - Delete (Simple List View).
To email a Change Request, see Change Request List - Change Request - Email (Simple List View).
To export a single Change Request, see Change Requests List - Change Request - Export (Simple List View).
To view and manage RFQs, see RFQs - Overview.
To change Settings for the list display, see Change Requests List - Settings (Simple List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Simple List View).
Click here for next steps for Contracts - List of all Change Requests
To add a new Change Request, see Contracts - List of All Change Requests - New Change Request (Simple List View).
To view/edit an existing Change Request, see Contracts - List of All Change Requests - Change Request - View/Edit (Simple List View).
To delete a Change Request, see Contracts - List of All Change Requests - Change Request - Delete (Simple List View).
To email a Change Request, see Contracts - List of All Change Requests - Email (Simple List View).
To export a single Change Request, see Contracts - List of All Change Requests - Export (Simple List View).
To change Settings for the list display, see Contract - List of all Change Requests - Settings (Simple List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Simple List View).
