Contracts - List of All Change Orders - Financial Summary
Updated
Suggested Prior Reading
Contracts - List of All Change Orders - Overview
Contracts - Accessing List of All Change Orders
Contracts - List of All Change Orders - Layout and Navigation
Contracts - List of all Change Orders - Financial Summary
JobPlanner does automatic pre-set calculations and stores the resulting values in pre-set data fields. These data fields are used in various places:
- Appear at the top of the Contracts, all Change Orders List in the Financial Summary
- Can be displayed in Budget views
- Can be used in custom calculations
The status of a Contract Change Order determines which data field the values are calculated for and stored in. Contract Change Orders can have the following statuses:
- Draft
- No Charge
- In Review
- Not Pricing Not Pricing
- Pricing
- Not Proceeding
- Proceeding
- Revised
- Approved
- Rejected
- Void
See Contracts Change Orders – Status for more information on each.
The following is an explanation of the data fields on the Contract Change Orders List - Financial Summary and which Statuses are used in the calculation of the data field. Note* Some statuses appear in multiple data fields and some are not used in calculations at all.
The total Contract Change Order value includes taxes and financial markups.
Pending
- In Review
- Pricing
- Proceeding
- Revised
Projected
- Proceeding
- Revised
- Approved
Approved
- Approved
Not included in the above calculations
- Draft
- No Charge
- Not Pricing
- Not Proceeding
- Rejected
- Void
More Information
Review where the Statuses are displayed on the Budget, See Contracts - Change Orders – Budget.
Review the rest of the layout, see Contracts - List of All Change Orders - Layout and Navigation.
Next Steps
To view or edit an existing Change Order from this list, see Contracts - List of All Change Orders - View/Edit.
To delete an existing Change Order from this list, see Contracts - List of All Change Orders - Delete.
To add new Contract Change Orders, they can not be added from here. They can only be added from the Contract, see Contracts - View/Edit.
