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Contract Change Order - Financial Markups - Copy from Contract

Updated 5 days ago by Customer Service

Copy the Financial Markups From the Contract

If there were Financial Markups on the Contract (which will also have been copied automatically to the Change Request), a message displays on the Financial Markup Component, that there are uncopied financial markups from the Contract and are there is an option to copy them to this Contract Change Order.

If required, access the Contract Change Order, Financial Markups, see Contract Change Order - Financial Markups - Accessing and Maintaining.
To copy the Financial Markups from the Contract, click the button on the blue message line:
Note* The following example is for a New Contract Change Order, but the functionality is the same for editing an existing Contract Change Order.

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 a Financial Markup, see Financial Markup - Add.
Edit a 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)

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.