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How to

Step-by-step guides for common tasks.

18 articles
How do I set a default markup on the change orders in the project?Click the edit button on the Markup column and set the default markup. You can switch between percent and kroner, and override the markup per change order.
Where should I write the description on a Change Order Subcontractor?Write a short title in the Name field at the top of the change order, so that it appears in the table overview. Use Description on the lines for details.
Can I paste screenshots directly into the description of a change order?Yes. Paste the image with Ctrl+V in the description field, or upload it as a file. Images are not merged into the PDF export the way PDF attachments are.
How do I attach files to a change order, and which file formats can I use?Click Attachments at the top right of the change order and upload the files. All formats can be uploaded, but only PDF files are merged into the PDF export.
How do I zero out a UE change from the change management system that should not be included?You do that in the change management system. AIMZ reads the UE claim from there, so a change that is to be zeroed out must be changed or rejected in…
Export a change order or a counter claim as PDFWithout an integration with a change management system, you can export a change order or a counter claim as a formal PDF directly from AIMZ.
How do I see the invoices that belong to a change order?In the change order dialog you'll find related invoices — both outgoing to the client and incoming from the subcontractor.
How do I change the number or group on many change orders at once?Click the cell and type to change Number. For the same Group on many change orders, select the cells, type the value and press Ctrl+Enter. Click Save changes at the…
How do I register an extension of time and schedule impact on a change order?Open More information on the Change Order Client and fill in Progress, Extension of time (days) and Note on schedule impact. The fields are included in the export to the…
How do I charge for site setup, administration or PM hours on a change order without an actual additional cost?Add a line on the Change Order Client with cost price (and optionally a cost line with quantity × price), but no cost. You get revenue without the final forecast…
How do I hide the markup when I export a Change Order Client?The markup is only included in the export if you tick it under Columns in the export settings. You also choose whether cost lines and revision are shown.
How do I register a client change order that is already included in a subcontract?Register the Change Order Client with cost price and revenue, but without a linked cost. The cost is already in the contract, so you avoid counting it twice.
How do I handle cost-plus work and measurement sheets on a Change Order Client?Don't lock the revenue claim. Update the change order as work is incurred, preferably by adding new correction lines, so you keep the history.
How do I build a change order with estimate lines?Add estimate lines with description, unit, unit cost, quantity and markup on a Change Order Client. This shows the client how the price was calculated.
How do I link a new cost to a Change Order Client when the subcontractor change order does not exist yet?Click Link on the line and choose New cost. This creates a Change Order Sub with a cost claim, and cost can stay at 0 until it should go to…
How do I approve all lines on a Change Order Client at once?Use Set all by the Status column and choose Approved. AIMZ asks whether linked Change Order Subs should also be approved.
How do we import change orders from an external change management system without an integration?Send an export from the change management system to AIMZ support, and it will be uploaded. The export must be updated regularly, and the distribution across production codes is done…
How do I filter the change order overview by status?Filter the change order table by status to see, for example, only notices, only claims or only approved change orders.