Contract - Financial Markups - Maintaining
Updated
Suggested Prior Reading
Contract - Financial Markups - Accessing During Add
OR
Contract - Financial Markups - Accessing During Edit
Contract - Financial Markups - Layout and Navigation
Maintain the Financial Markups
- Access the Contract Change Order Financial Markups, see
Contract - Financial Markups - Accessing During Add
OR
Contract - Financial Markups - Accessing During Edit
During this session, the Financial Markups can have Line Items added, edited or deleted. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below).
- Add Financial Markup, see Financial Markup - Add.
- Edit Financial Markups, see Financial Markup - Edit.
- Delete a Financial Markup, see Financial Markup - Delete.
- 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
- 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 Contract - Schedule of Values for more information.
Maintain Additional information for the Contract or Save the Financial Markups (and end this session)
- Make additional changes to the Contract if required, see More Information below.
OR
Click the Save
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms.
OR
Click the Save & Email
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Contract in JobPlanner. The Contract 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 Contract, see Contract - Add - Status OR Contract - Edit - Status.
To maintain the General Change Order Information, see Contract Change Order - General.
To maintain the Schedule of Values, see Contract Change Order - Schedule of Values.
If this is the edit of an existing Contract:
To view or maintain Change Orders for the Contract, see Contract Specific Change Orders List - Overview.
To view or maintain Invoices for the Contract, see Contract Invoices - Overview.
To view or maintain Payments for the Contract, see Contract Payments - Overview.
