Contract - New Change Order
Updated
Suggested Prior Reading
Contract Change Orders - Overview
Contract Specific Change Orders List - Overview
New Contract
- Access the project, see Project - Accessing.
- Access the Contracts List, see Contracts List - Accessing.
- Access the Contract Specific Change Order List, see Contract Specific Change Orders List - Accessing
- Click the + New Change Order
button.
The New Contract Change Order form displays.
The Related Contract Number displays.
The General component displays by default during the add but other Components can be switched to via the Form Navigation Menu Options (see Contract Specific Change Orders List - Layout and Navigation for more information on the layout).
When adding a Contract Change Order, 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 Contract Change Orders – Status for a description of all the Statuses.
- Change the Status if required, see Contract Change Orders - Setting the Status.
If the Contract Status is changed, the form layout may change if there is different functionality associated with the new Status.
- Enter the General Contract information. See Contracts - General for more information.
- Setup Contract Financial Markups if required. See Contracts - Financial Markups. Note* Financial Markups can be setup later on as well, not just during the add and they will be automatically added to the Schedule of Values.
- Setup the Schedule of Values. See Contracts - Schedule of Values. Note* Schedule of Values can be setup later on as well, not just during the add.
- Click the Save
button to save all the information on the General, Schedule of Values and Financial Markup components for the Contract Change Order.
OR
Click the Save & Email
button to save all the information on the General, Schedule of Values and Financial Markup components for the Contract Change Order and send an email with a link to the Contract Change Order in JobPlanner. The Contract Change Order is also added as an attachment in PDF format.
OR
Click the Close
button to close the form without saving the information on any of the Components.
The Contract List displays.
Next Steps
To view all functionality available from the Contracts List, see Contracts List - Overview
