Contract Change Order - Schedule of Values - Copy Financial Markups from Contract

Updated 5 hours ago by Angie.thompson@telus.net

Suggested Prior Reading

Contract Change Order - Schedule of Values - Create During Add

Copy Financial Markups From the Contract

When adding a new Contract Change Order and the Schedule of Values component is selected (see Contract Change Order - Schedule of Values - Create During Add), and there have been Financial Markups added to the Contract, there is an option to copy the Financial Markups from the Contract.

A blue message line and Copy function button displays on the Schedule of Values component that there are uncopied financial markups from the Contract and are there is an option to copy them to this Contract Change Order.

Note* During the Change Order creation, Financial Markups from the Contract can also be copied from the Financial Markups component, see Contract Change Order - Financial Markups - Copy from Contract During Contract Change Order Creation

To Copy the Financial Markups

1. If required, Initiate the add of a new Contract Change Order, see Contract - New Change Order.
   The New Contract Change Order form displays (see Contract Change Order – Add - Form Layout and Navigation for more information on the form).
   The required fields on the General component need to be entered before the Contract Change Order can be saved. This can be done before or after the Financial Markup are copied. See Contract Change Order - General.
2. Click on the Schedule of Values on the Form Navigation Menu Options
3. To copy the Financial Markups from the Contract, click the button on the blue message line.
   The Schedule of Values component display will update to show the Financial Markups. The display will depend on how the Financial Markups were setup, see Financial Markup - Calculation and Display for more information.
   The example below displays Financial Markups set in a horizontal mode (i.e. display as a column on each Line Item).
   Note* This is a working session and the Financial Markups copied are not saved until the Contract Change Order is saved (see Maintain Additional information for the Change Order or Save the Financial Markups (and end this session) below).

   

4. Optionally, view the Financial Markups copied on the Financial Markups Component
   1. Click on the Financial Markup on the Form Navigation Menu Option
   The Financial Markups copied will be listed.

   

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

1. Add or modify other Contract Change Order information if required, see More Information below.
   OR
   Click the Save button (at the bottom of the form) to save the Contract Change Order.
   Click here for more information on the Save function.

   This saves the Contract Change Order 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 Contract Change Order and email it.
   Click here for more information on the Save and Email function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
   OR
   Click the Close button (at the bottom of the form) to close the form without saving the Contract Change Order.
   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 Contract Change Order View/Edit form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
   OR
   Click the Save button to save the Contract Change Order 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.

More Information

To maintain the Schedule of Values, see Contract Change Order - Schedule of Values.

To maintain the Financial Markups, see Contract Change Order - Financial Markups - Create.

To change the Status of the Change Order, see Contract Change Orders - Edit - Status.

To maintain the General Change Order Information, see Contract Change Order - General.

Next Steps

See Contracts List - Overview.

How did we do?