How to rename an assessment & change contract scope on a live project

In this article

• Changing an assessment configuration

• How to update the quantities in the subzones 

• Want to know more?

Changing an assessment configuration

Once your project has been accepted onsite, the 'Assessment overview' page provides you with the option to rename the assessment and set the contract scope to a 'lump sum' or 'remeasure' contract. 

1. Expand the main Chalkstring black menu bar and select the 'Projects' tab.

2. Select the project you wish to review by clicking the 'Project Hub' button.

3. From the 'Project Hub' screen, click on the assessment you wish to update from the menu bar at the top. 

4. The default page that will open is the 'Assessment Overview'.

5. To change the 'Assessment name' or 'Contract scope' click the white 'cog' button. A window will pop up and you will be able to rename the 'Assessment' and specify the 'Contract Scope'.

6. Once you have made your changes, click 'Save'.

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