Edit Quotes (PCO - CD)

In this article, you will learn how to edit existing PCO-CD quotes. It is worth noting that you can edit quotes only up until it is issued. Once issued, it can only be edited if the Prime Consultant or Owner requests a revision.

1. Go to the Project where the PCO/CD request was created.

   

2. Click the Project Forms tab and ensure that the CHANGE ORDERS tab is active.

   

   Note: by default, the CHANGE ORDERS tab is active when accessing the Project Forms.
3. When accessing the CHANGE ORDERS tab, the Display All/Proposed Changes section is active. Find and select the request from which the quote was submitted.

   

4. You will be directed to the change order's ISSUED page. Click the Edit Quote button.

   

5. You will be directed to the Edit Quote page. On this page, you can update the following sections:

   

   1. 1 - Quote Total
   2. 2 - Change in Contract Schedule
   3. 3 - Attachments
   4. 4 - Comments
6. After updating the quote, scroll down to the bottom of the page and click the Save button to apply the changes.