The details of a commitment such as the commitment type, description, company, retainage etc. can be changed even after the commitment has been approved. If the account is not configured to auto-populate commitment numbers, this information can be modified as well. Additional line items can be added as well.
A commitment change is required to modify line item amounts of an approved commitment.
To edit commitment details
- Go to the Commitment Details page.
- Click Edit.
- Make changes to any of the editable commitment details.
- Optional: If this is a draft commitment, you can take any of the following actions from here:
- Add Commitment Line Items
- Add Commitment Line Item Custom Fields
- Click Save.
For more information, see Access the Commitment Details Page.
Commitment items can also be added at a later time.