Edit a Commitment
Objective
To edit an existing subcontract or purchase order in the project's Commitments tool.
Things to Consider
- Required User Permission:
- 'Admin' permission on the project's Commitments tool.
OR - 'Read Only' or 'Standard' on the project's Commitments tool with the 'Update Purchase Order' and/or 'Update Subcontract' granular permissions enabled on your permission template.
- 'Admin' permission on the project's Commitments tool.
- For companies using the
ERP Integrations tool: Show/Hide
- If you are editing a commitment that has NOT yet been synced with your company's integrated ERP system, you may use the steps below. To determine if a commitment has been synced with an ERP system, see What do the ERP Icons mean?
- If you are editing a commitment that has already been synced with your company's integrated ERP system, see one of these procedures instead:
Steps
Edit a Commitment
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the purchase order or subcontract to modify. Then click Edit.
- Update the information as needed. To learn how, see Create a Subcontract or Create a Purchase Order.
- If you want to rearrange the line items in the SOV, see Rearrange SOV Line Items below.
- When you are done with your edits, click Save.
Rearrange SOV Line Items
You can rearrange SOV line items to organize your contract if you add in line items at a later date.
Note: SOV line items can only be rearranged if a CCO has not been Approved or an Invoice has not been created.
- Navigate to the project's Commitments tool.
COMING SOON Click the Summary or Detailed tab.- Locate the purchase order or subcontract to modify. Then click Edit.
- Click the Schedule of Values tab.
- Click Edit.
- Rearrange the line items by hovering over the column on the left and the drag-and-drop the line item into its desired position on the schedule.
- When you are done rearranging the items, click Save.