Change Request - Schedule of Values - Maintain

Updated 6 days ago by Customer Service

Maintain the Schedule of Values - Add, Edit or Delete Line Items

This help pertains to maintaining the Schedule of Values that already has Line Items entered and it has been saved.

Maintaining a Schedule of Values means adding, editing or deleting Line Items.

In order to maintain the Schedule of Values, the Change Request must be in a status that enables editing, see Change Request - Status.

Editing of existing Line Items will function differently depending on whether:

The Line Item was entered and saved during a previous add or edit session OR
The Line item was entered during this session (and has not yet been saved)

Once the Change Request and its Schedule of Values is saved, the Parent/Sub Job (if being used), the Cost Code and the Cost Type for a Line Item can not be edited. The reason, is that the Parent/Sub Job, the Cost Code and the Cost Type are linked to the Budget.

However, the other Line Item information can be still edited after the Contract Change Order is saved such as the Description, Amount or Tax (but only as long as the Change Request is in a Status that enables editing).

To create the Schedule of Values during the add of a new Change Request, see Change Request - Schedule of Values - Create During Add.
To create the Schedule of Values during the edit of an existing Change Request (but the Schedule of Values hasn't yet been created), see Change Request - Schedule of Values - Create During Edit.

To add/edit or delete Line Items

Access the Schedule of Values

Initiate the edit of the Change Request (if not already done), see the above Suggested Prior Reading for the view applicable (either Grouped List View or Simple List View, see Change Requests - Multiple Lists and Views for more information).

The Change Request View/Edit form displays (see Change Request – View/Edit - Form Layout and Navigation for more information if required).

Click on the Schedule of Values on the Form Navigation Menu Options on the Change Request View/Edit form.

The Schedule of Values component for the Change Request displays. See Change Request - Schedule of Values – Maintain - Layout and Navigation for more information if required. There will be Line Items entered. If no Line Items are entered, see Contract Change Order - Schedule of Values - Create During Edit.

Maintain the Schedule of Values

During this session, the Schedule of Values can have Line Items added, edited or deleted. However, the changes to the Schedule of Values is not yet saved until the Save function is invoked (see below).

Add a Line Item, see Change Request - Schedule of Values - Add Line Item.
Bulk Import Line Items, see Change Request - Schedule of Values - Import.
Edit a Line Item:
1. Before the Line Item has been saved, see Change Request - Schedule of Values - Edit Line Item (before Save).
2. After the Line Item has been saved, see Change Request - Schedule of Values - Edit Line Items (after Save).
Delete a Line Item, see Change Request - Schedule of Values - Delete Line Item.

In addition, after at least one Line Item is entered (even if the Schedule of Values is not yet saved), the Line Item can be created on a new or existing Contract Change Order (but only if the Change Request is Approved) and/or it can be created on a new or existing Commitment or Commitment Change Order. See Change Request - Schedule of Values - Bulk Actions.

To assign the Line to a Contract Change Order and/or Commitment or Commitment Change Order,
1. Select the Line Item
2. Click the Bulk Actions button.
3. Select the appropriate option.
See Change Request - Schedule of Values - Bulk Actions - Select Line Items for more information.

Save the Schedule of Values (and end this session)

Click the Save button (at the bottom of the form) to save the Change Request.
Click here for more information on the Save function.
This saves the Change Request including any information on the General, Schedule of Values and Financial Markups Components.
This list the function was invoked from displays. See Next Steps below.
OR
Click the Save & Email button (at the bottom of the form) to save the Change Request and email it.
Click here for more information on the Save and Email function.
This saves the Change Request as including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Change Request in JobPlanner (and optionally include the Change Request as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Change Request form displays, see Email Change Request.
OR
Click the Close button (at the bottom of the form) to close the form without saving the Change Request.
Click here for more information on the Close function.
If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.

If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.

Click the Cancel button to cancel the Close action and return to the Change Request View/Edit form (see the steps above)
OR
Click the Don't Save button to cancel changes to the Change Request. The list the add or edit function was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Change Request including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.