Contract Change Order - Financial Markups - Copy from Contract
Updated
Suggested Prior Reading
Contract Change Order - Financial Markups
Contract Change Order - Financial Markups - Accessing and Maintaining
Copy the Financial Markups From the Contract
- To copy the Financial Markups from the Contract, click the
button on the blue message line:
All the Financial Markups setup for the Contract are copied automatically to the Change Order. The blue message bar no longer displays. However, the changes to the Financial Markups are not yet saved until the Save function is invoked (see below) and they can still be changed (edited or deleted).
Maintain the Financial Markups if required
- 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.
Maintain Additional information for the Change Order or Save the Financial Markups (and end this session)
- Make additional changes to the Change Order 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. The Contracts List displays.
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. The Contracts List displays.
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 Change Order, see Contract Change Orders - 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.
