Contract Change Order – Add - Form Layout and Navigation
Updated
Suggested Prior Reading
Adding a Contract Change Order
This help explains the layout and how to navigate the Contract New Change Order form.
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 component selected.
Form Navigation Menu Options (that display in the static top section) are used to change what components display in the middle section.
This help describes the:
- The top of the Contract Change Order Add Form (which doesn't change)
- The bottom of the Contract Change Order Add Form (which doesn't change)
- The Form Navigation Menu Options (to toggle between components)
- The middle section of the Contract Change Order Add Form (which changes depending on what component is selected)
Top of the Contract New Change Order Form
When adding a Contract Change Order, the New Contract Change Order form displays that as the title.
Below that, the Contract that the Change Order is related to, displays. The Contract Number displays in blue text and can be clicked to exit the form and display that Contract. See Contract - View/Edit for more information on the form displayed if the Contract is clicked on.
Below that, the New Contract Change Order form has the following:
- Status - where the Status is displayed and can be changed (if required)
- 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)
- 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.
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 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 Change Order Components are displayed. However, although the new status selected is displayed, the functionality available during this add session won't be impacted by the Status change. The functionality available will still be for the Draft Status until the Change Order is saved.
Middle Section of the New Contracts Form
The middle section of the New Contracts 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 New Contract function is initiated.
Next Steps
Set the Status if required, see Contract Change Order - Add - 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.
