Contract Change Order - Add/Edit/View - Additional Information

Suggested Prior Reading

Contract Change Order - General

Additional Information

The Contract Change Order General form is split into various sections.

The System Administrator can setup custom fields for Contracts Change Order, see Settings - Contracts - Change Order Core Field Settings.

This help pertains to the fields available for the Additional Information section on the Contract General form. This section only appears if custom fields for the Contract have been created. See Contract Change Order - General for more information.

For New Contracts or existing Contracts, all the information on the the Additional Information can be added or edited regardless of the Status. See Contracts Change Order - Status for more details.

To add or edit Contract Change Order Additional Information:

  1. From the New Contracts or Contracts - View/Edit form, add or change the Additional Information.

The information that can be entered will depend on the Field Type set for the custom field. Field Types can be

  • Integer
  • Percent
  • Money
  • Text (single line)
  • Text Area (multiple lines)
  • Boolean (yes/no)
  • Choice
  • Date
  • Date and Time
  1. Add, Edit or View additional information on the Contract General form, see More Information below.
    OR
    Click the Save button when all the changes have been made.
    OR
    Click the Close button to not make the changes.
    OR
    If editing an Inspection, the Inspection can be deleted directly from this form, click the Delete button.

More Information

To enter or change the general information, see Contract Change Order - Add/Edit/View - General Information.

To upload attachments, see Contract Change Order - Add/Edit/View - Attachments.

Next Steps

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.


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