Edit a Payment

If necessary, you can make changes to a Payment in the system. Changes to the Payment Header on the Payment home page are recorded in the Payment log.

When you shorten a payment End Date to an earlier date on the Payment Header, any existing escalations that fall outside the new date range are orphaned.

When you save the Payment Header, the Delete Payment Escalations window opens so that you can select and bulk delete the orphaned escalations. To so, an administrator must assign the Escalations > Bulk Delete permission to your role in Global Permissions.

1. Navigate to a Payment home page.

2. In the toolbar, click Edit.

   A new window appears.

3. Edit the desired fields on the form.

   Forecast dates update to the set duration from the completion date of the predecessor. If a Task is marked manually complete, the Forecast date updates to the set duration from the completion date of the predecessor even if this date is in the past that occurs on or after the Project Start Date.

   This functionality is replicated at the Project level, as well as through Bulk Update, Bulk NA, and Project Tracker.

4. When complete, click Save.

   The Payment home page refreshes to display the changes.

Troubleshoot an "Operation Failed" error when extending a rent Payment.