Contract Change Order – View/Edit - Form Layout and Navigation
Updated
Suggested Prior Reading
Contracts - List of All Change Orders - View/Edit
OR
Contract Change Order - View/Edit.
Editing a Contract Change Order
This helps explains the layout and how to navigate the Contract Change Order - View/Edit form.
The edit can be invoked from the List of all Change Orders for all Contracts (see Contracts - List of All Change Orders - Overview) or from the list of Contract Change Orders for a specific Contract (see Contract Specific Change Orders List - Overview).
The View/Edit form is the same regardless of where the edit is initiated from.
Contracts are made up of multiple components:
- General Information (such as Client, Change Reasons, Invoiced Date, Due Dates etc.)
- Schedule of Values (the details about the Contract Change Order)
- Financial Markups (for the Contract Change Order)
Each of these components display on a form that has a static top section and static bottom section, then the middle section changes to display the components selected.
Form Navigation Menu Options (that display in the static top section) are used to change what components is displayed in the middle section.
This help describes the:
- The top of the Contract Change Order View/Edit Form (which doesn't change)
- The bottom of the Contract Change Order View/Edit (which doesn't change)
- The Form Navigation Menu Options (to toggle between components)
- The middle section of the Contract Change Order View/Edit Form (which changes depending on what component is selected)
Top of the Contract Change Order View/Edit Form
When editing or viewing a Contract Change Order, the Contract Change Order number that is being viewed/edited displays.
Below that the Contract the Change Order is related to displays. (The Contract Number can be clicked to exit the form and display that Contract).
Across from the Contract Number are additional functional buttons:
- Email – to send an email with a link to the Contract Change Order information
- Export – to export the Contract Change Order information to a PDF
- History - a drop down to view additional information about the Contract Change Order such as History
Below the top row are the following:
- Status - where the Status is displayed and can be changed (if required)
- Function Buttons to Close the Contract form, Save the Contract Change Order (and all its Components) or Save and Email the Contract Change Order (and all its Components)
- Form Navigation Menu Options - this is used to toggle between the different components of the Contract.
Bottom Section of the New Contracts Form
The Function Buttons to Close the form, Save the Contract Change Order (and all its Components) or Save and Email the Contract Change Order (and all its Components) are also displayed at the bottom of the form for easy access and navigation.
Depending on the status of the Contract Change Order, additional buttons such as the Delete button may also appear at the bottom of the form. The Change Order is deleted by clicking this button from this form.
Form Navigation Menu Options (to toggle between components)
The Form Navigation Menu options are used to toggle between the different components of the Contract Change Order.
The currently selected component is highlighted in blue writing.
Click on the text on the Form Navigation Menu to toggle between the components.
The ability to edit the different components of the Contract Change depends on the Status. See Contract Change Orders – Status for the details on what can be edited and when.
The menu options may appear with a () and a number next to it. This is the number of items in that section.
When toggling between components, the top and bottom static sections of the form don't change. The Status can be changed when any of the Contract Components are displayed and/or the form closed, saved or saved and email when any of the Contract Components are displayed (and the function either cancels all changes on all forms and components if closed, or saves changes on all forms and components if saved or saved and emailed).
Middle Section of the Contracts View/Edit Form
The middle section of the Contract Change Order - View/Edit form, changes depending on what Component is selected on the Form Navigation Menu Options (see above).
The General component is displayed by default when the View/Edit function is initiated.
Next Steps
Change the Status if required, see Contract Change Order - Edit - Status.
Enter or Change general information about the Contract Change Order, see Contract Change Order - General.
Create or manage Contract Change Order Schedule of Values, see Contract Change Order - Schedule of Values.
Create or manage Contract Change Order Financial Markups, see Contract Change Order - Financial Markups.
Email a PDF of the Contract, see Contract Change Orders - Email.
Create a PDF of the Contract, see Contract Change Orders - Export.
