Maintaining Contract Claims for a Change Order

The Contract Claims tab on the Contract Change Order Summary contains a list of all the claims associated with the change order. Each row contains an Actions button and current values for the following fields:

• Claim Number

• Status

• Type

• Category

• Claimant Name

• Received Date

• Resolution Date

To change the details of a claim or view additional information, click the Claim Number link in the list to go to the summary component for that contract claim (see Maintaining a Contract Claim).

To remove a claim from the change order, select Delete from the Actions menu on the claim row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Adding Claims to the Change Order

Follow these steps to add one or more claims to the change order:

1. On the Contract Claims tab, click the Select Contract Claim button.
   
   The system displays a modal window listing all the claims currently associated with this change order's contract.

2. Locate the claim you want to add to the change order. If needed, use the search box or the advanced filter.

3. Click the row for each claim you want to add.
   
   The system adds a check mark beside each claim you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Change Order button.
   
   The system closes the modal window and adds the new claims to the list on the Contract Claims tab of the Change Order Summary.

5. Click the Save button.

• Note: The system also displays this change order on the Change Orders tab of the Contract Claim Summary components for the claims added to the change order.

Related topics:

Maintaining a Contract Change Order