Change Request - Financial Markups - Maintaining

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Change Request - Financial Markups - Overview

Change Request - Financial Markups - Accessing and Viewing

Change Request - Financial Markups - Layout and Navigation

Maintain the Financial Markups

1. Access the Change Request Financial Markups, see Change Request - Financial Markups - Accessing and Viewing.
   During this session, the Financial Markups can have Line Items added, edited or deleted. However, this is a working session and changes to the Financial Markups are not yet saved until the Save function is invoked (see below).
2. Add Financial Markup, see Financial Markup - Add.
3. Edit Financial Markups, see Financial Markup - Edit.
4. Delete a Financial Markup, see Financial Markup - Delete.
5. Set the order the Financial Markups display or are used in Compounding, see Financial Markup - Setting the Order.

View Impacts of Changes on the Schedule of Values

1. If required, view the impacts of changes on the Schedule of Values, click on the Schedule of Values on the Form Navigation Menu Options on the form. See Change Request - Schedule of Values - Overview for more information.

Maintain Additional information for the Change Request or Save the Financial Markups (and end this session)

1. Make additional changes to the Change Request if required, see More Information below.
   OR
   Click the Save button to save the Change Request i.e. all the information on the General, Schedule of Values and Financial Markup forms.
   OR
   Click the Save & Email button to save the Change Request i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Change Request in JobPlanner. The Change Request is also added as an attachment in PDF format.
   OR
   Click the Close button to close the form without saving the information.
   The Contracts List displays.

More Information

To change the Status of the Change Request, see Change Requests - Add - Status OR Change Requests - Edit - Status.

To maintain the General Change Request Information, see Change Request - Add - General OR Change Request - Edit - General.

To maintain the Schedule of Values, see Change Request - Schedule of Values - Overview.

If this is the edit of an existing Change Request:

To view or maintain RFQs from the Change Request View/Edit form, see Change Request Specific RFQs - Overview.

To view or maintain RFQs from the list of all RFQs, see Change Requests - List of all RFQs - Overview.

Next Steps

Determine the view applicable (see Change Requests - Multiple Lists and Views) and choose the list the function was invoked from (the Change Requests List or the Contract - List of all Change Requests).

How did we do?