Contracts - List of all Change Requests - Change Request - View/Edit (Simple List View)

Updated 4 days ago by Customer Service

Suggested Prior Reading

Change Requests - Multiple Lists and Views

Contracts - List of all Change Requests - Accessing

Contracts - List of all Change Requests - Overview

Contracts - List of all Change Requests - Layout and Navigation (Simple List View)​

To View or Edit an Existing Change Request

This is help for viewing or editing an existing Change Request from the Contracts - List of all Change Requests.

Note* There are multiple ways to access Change Requests and multiple views that can display, see Change Requests - Multiple Lists and Views for more information. This help is for the Simple List View.

The status impacts the information about a Change Request that can be edited. (See Change Request – Status for more information).

1. Access the project, see Project - Accessing.
2. Access the Contracts, see Contracts List - Accessing.
3. Access the Change Requests List from the Contract List, see Contracts - List of all Change Requests - Accessing.
4. If required, Search, Filter and/or Sort Columns to navigate the List of Change Requests and locate the Change Request to view/edit.
   1. See Change Requests Lists - Search and Filter (Simple List View).
   2. See Change Requests Lists - Sort Columns (Simple List View).
5. Edit or View the Change Request by hovering on the Change Request row and click on the View button on the row (in the far right column).

OR

Right click on a Change Request and select View from the context sensitive pop-up menu.

Note* the context sensitive pop-up menu may have different options depending on the status of the Change Request.

OR

Double click on the Change Request Row.

The Change Request - View/Edit form displays.

The Related Contract Number displays below title (it can be clicked on to go to the Contracts - View/Edit form).

The current Status is displayed below that.

The General component displays by default after the edit is initiated but other Components can be switched to via the Form Navigation Menu Options.

See Change Request – View/Edit - Form Layout and Navigation for more information on the layout and navigation.

Next Steps

Enter or view the information as required, see Change Request - Edit - Steps.

How did we do?

Related Articles

• Contract Change Order - Schedule of Values - Edit Line Item (before Save)
• Contract Change Order - Schedule of Values - Edit Line Items (after Save)
• Contract Change Order - Schedule of Values - New Line Item