Edit Project Documents: Change Order Request

Edit Project Documents: Change Order Request

For the Change Order Request Project Document, you can edit the Costs (Figure 1), Distribution, Brief Description, Reason, Full Description, Declined Reason, Notes, Attachments, Emails, and Audit log pertaining to each issue.

** You can only edit the issue information if the issue is in either the Open or Sent Status AND you are one of the following: The Preparer, The Assignee, The Creator, or in the Distribution List. ***

Figure 1

The General Section of the screen (Figure 1 Non scrolling section) is the first edit screen to appear (Figure 3), You can easily navigate to the other edit document screens by using the tabs under the title (Yellow box Figure 1).

Costs

Add Costs

1. Select Category from drop down. Not Required (Purple box Figure 2a)
   1. Edit Categories Article
2. Select Item from drop down. Not Required (Blue box Figure 2a)
   1. Edit Items Article
3. Enter a Cost
4. Check the Overhead checkbox if you want the Cost included in the Overhead Total. (Orange box Figure 2b)
5. Check the Profit checkbox if you want the Cost included in the Profit Total. (Red box Figure 2b)
6. Check the User Tax checkbox if you want the Cost included in the User Tax Total. (Yellow box Figure 2b)
7. Check the Sales Tax checkbox if you want the Cost included in the Sales Tax Total. (Yellow box Figure 2b)
8. Fill in the Description of the line item.
9. Press “+” button to add the line. (Green box Figure 2a)

Edit Costs

1. Enter a Costs
2. Check the Overhead checkbox if you want the Cost included in the Overhead Total. (Orange box Figure 2b)
3. Check the Profit checkbox if you want the Cost included in the Profit Total. (Red box Figure 2b)
4. Check the User Tax checkbox if you want the Cost included in the User Tax Total. (Yellow box Figure 2b)
5. Check the Sales Tax checkbox if you want the Cost included in the Sales Tax Total. (Yellow box Figure 2b)
6. Fill in the Description of the line item.
7. Press the Save or Save Close

Update Grand Total for Change Order

1. Enter in the Change Order Amount in Grand Total for Change Order field. (Green Box Figure 2b)
2. When you mouse out the field it will update the Quoted Amounts. (Gray Box Figure 2a)

Figure 2a

Figure 2b

Issue To: Information

From this screen you can either edit the information for the assignee or add a new contact as the assignee. To completely clear and start from nothing for the assignee, Press the “Clear” Button (Red box Figure 3). For editing the existing assignee information, change the fields, ensuring the Company and Name are filled out before either pressing the “Save” or “Save & Close” Buttons (Green box Figure 3). You can either change assigned individuals’ company or add a new one by using the “Edit” or “+/Add” Buttons (Orange box Figure 3). To change the assignee, either select a new contact via the dropdown, or enter a new contact using the “+/Add” Button (Purple box Figure 3)

** Either adding a contact or company brings you to the standard add page for the corresponding field. **

Figure 3

Distribution

The Distribution list can be used to show everyone involved with the issue and is used for emails. To remove an individual from the list, use the corresponding “X” Button (Red box Figure 4) To add a contact or multiple contact to the list, use the “+” Button (Green box Figure 4). This will take you to the standard Contact search screen with the exception that it will check boxes along the first column, where you can check all contacts you wish to add, then press save to add them.

Figure 4

Brief Description

The Brief Description is used to enter a description for the Change Order Request.

Figure 5

Reason

The Reason is used to enter a reason for the Change Order Request.

Figure 6

Full Description

The Full Description is used to enter a full description for the Change Order Request.

Figure 7

Declined Reason

The Declined Reason is used to enter the reason the Change Order Request was declined.

Figure 8

Notes

This is the standard notes menu, see the link for documentation

http://support.concretevision.com/documentation/notes/

Attachments

This is the standard Attachments menu, see link for documentation

http://support.concretevision.com/documentation/attachments/

Email

** If the status is NOT either Open or Closed, you can send an email from the documents main page. **

Once one or more emails have been sent, you can view them from this tab. You can view the email details using the “View/folder” Button (Orange box Figure 9), which will open a window with the email details. You can download the corresponding attachment by clicking the pdf link (Green box Figure 9). You can sort using the blue headers (Purple boxes Figure 9), to sort by Date, From, or Subject.

Figure 9

Audit Log

This table shows a list of all changes that have been made.