Change Requests - Add - Steps

Updated 2 days ago by Customer Service

To add New Change Request Details:

This help explains how to add a New Change Request.

The add can be invoked from the Change Requests List OR the Contracts - List of all Change Requests and there are also different views that can be set for All Change Requests Lists. See All Change Requests Lists - Views Examples to determine which view is set for the organization, then see the above Suggested Prior Reading for the applicable view and list).

For either of the lists or for either View, once the view/edit function is invoked, the Change Request - View/Edit form is the same.

Status

When adding a Change Request, the Status defaults to Draft. This is usually the appropriate status to use during the initial add while information is being entered and details haven't been finalized. See Change Request – Status for a description of all the Statuses.

Change the Status if required, see Change Requests - Add - Status.

Change Request Components

The General component displays by default during the Add but other Components can be switched to via the Form Navigation Menu Options (see Change Request – Add - Form Layout and Navigation).

Enter or change the General Change Request information if required. See Change Request - Add - General for more information.
Create or maintain the Schedule of Values if required. See Change Request - Schedule of Values - Overview.
Create or maintain the Financial Markups if required. See Change Request - Financial Markups - Overview.

Save the Change Request

Click the Save button (at the bottom of the form) to save the Change Request.
Click 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.
OR
Click the Save & Email button (at the bottom of the form) to save the Change Request and email it.
Click 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.
OR
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.