To select an existing Contract Change Order and add the selected Change Request Schedule of Values Line Item(s) to that Contract Change Order:
If not already selected, access one of the Change Request Lists and select one or more Line Items, see All Change Request Lists - Bulk Actions - Select Line Items. Note* Do not select any Line Items that have already been created on a Contract Change Order i.e. the Contract column has a green check mark and a Contract Change Order displayed OR any Line Items that don't belong to Approved Change Requests.
Click the Bulk Actions button .
Click the Contracts menu option.Click here for more information on why the Contracts menu on the Bulk Actions Option may not be available
If the Contracts menu option is grayed out and not available: One or more Line Items may have already been created on a Contract Change Order (i.e. the Contract CO column has a green check mark and a Contract Change Order displayed). OR One or more Line Item selected may not be for an Approved Change Request.
Unselect those Line Items already created on a Contract Change Order and then invoke the Contracts menu option.
Click the Add to Existing Change Order option. The Select Change Order form displays. Contract Change Orders that are not in an Approved, Rejected or Void Status are listed (Line Items can't be added to Approved or Rejected or Void Contract Change Orders).Click here for steps on the Change Requests List
Click here for steps on the Contract - List of All Change Requests
The first column is a selection column.
Click in the box in the first column for the Contract Change Order to select it. The box turns from white to blue.
To unselect a Contract Change Order, click on the blue box. It turns white again.
To select a different Contract Change Order, than the one selected, click on a different Contract. The newly clicked Contract Change Order will be selected (the box turned blue) and the previously selected Contract Change Order selection box gets automatically unselected (set to white).Note * The Select button does not become available until at least one Change Order is selected, i.e. it will be a lighter blue and not clickable . One a Change Order is selected, it becomes available i.e. a darker blue .
View the Contract Change Order Schedule of Values by clicking on the Schedule of Values on the Form Navigation Menu Options on the Contract Change Order - View/Edit form. The Schedule of Values component for the Contract Change Order displays. (See Contract Change Order - Schedule of Values – Maintain when existing updated from Change Request - Layout and Navigation for more information).The Schedule of Values is automatically populated with the Line Items that were selected on the Change Request Schedule of Values. They display with a blue asterisk before the Line Item # to indicate they were created from a Change Request.Click here for more details on the information copied from Change Request Schedule of Values Line Items and what can be changed
The Accounting Method is already set for the Contract Change Order and is not changed.
The Sub Job (if used), the Cost Code and Cost Type are copied from the Change Request Schedule of Values Line Item and can not be changed. Note* The above example does not show Sub Jobs but if they were used they would display as the first column after the Line Number (see Sub Jobs - Overview).
The Description is copied but can be changed.
If the Change Request Schedule of Values is Amount Based and the Contract Change Order Schedule of Values is Amount Based, the Revenue is copied to the Amount on the new Line Item. The Amount can be changed.
If the Change Request Schedule of Values is Unit-Qty Based and the Contract Change Order Schedule of Values is Unit-Qty Based, the Quantity, Unit of Measure and Unit Price are copied to the new Line Item. The Quantity and Unit Price can be changed.
If the Change Request Schedule of Values is Amount Based and the Contract Schedule of Values is Unit-Qty Based, the Quantity is set to 1, the Unit of Measure must be manually set and the Unit Price is set to the Revenue for the new Line Item. The Quantity and Unit Price can be changed.
If the Change Request Schedule of Values is Unit-Qty Based and the Contract Schedule of Values is Amount Based, the Revenue is copied to the Amount on the new Line Item. The Amount can be changed.
The Tax Code is copied but can be changed. (The Tax Amount is calculated by multiplying the Tax Code percent on the Amount or the Qty multiplied by the Unit Price).
Financial Markups from the Contract (which will also have been copied automatically to the Change Request), are not copied to an existing Contract Change Order (Financial Markups that previously existed on the Contract Change Order are not impacted)
There may or may not be other already existing Line Items on the Schedule of Values and they could be from other Change Requests as well. NOTE 1* Once Line Item(s) from Change Request(s) have been added to a Contract Change Order (and the Change Order and its Schedule of Values saved) the Change Request Schedule of Values Line Item will be associated with the Change Order and it can not be added to another Contract Change Order. However, a Line item added from a Change Request can be deleted from this Change Order (and then can be added to a different Change Order). See Contract Change Order - Schedule of Values - Delete Line Item. NOTE 2* Even though the Line Items from the Change Request are displayed on the Contract Change Order, this is a working session and the Contract Change Order and its Schedule of Values must still be saved to save those Line Items.
Maintain other Line Items or other information (see More Information below). OR Click the Save button (at the top or bottom of the form) to save the Contract Change Order.Click here for more information on the Save function.
This saves the Contract Change Order 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 top or bottom of the form) to save the Contract Change Order and email it.Click here for more information on the Save and Email function.
This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
OR Click the Close button (at the top or bottom of the form) to close the form without saving the Contract Change Order.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 Contract Change Order View/Edit form (see the steps above) OR Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below. OR Click the Save button to save the Contract Change Order 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.
Updated
green check mark and a Contract Change Order displayed OR any Line Items that don't belong to Approved Change Requests.
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green check mark and a Contract Change Order displayed).
The first column is a selection column.
. One a Change Order is selected, it becomes available i.e. a darker blue 
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button to select the Contract Change Order (with the blue box). See Contract Change Order - View/Edit below.
button to cancel the selection. The list the function was invoked from displays, see Change Requests List - Overview (Grouped List View) OR Contracts - List of all Change Requests - Overview (Grouped List View).
There may or may not be other already existing Line Items on the Schedule of Values and they could be from other Change Requests as well.
button (at the top or bottom of the form) to save the Contract Change Order.OR
button (at the top or bottom of the form) to save the Contract Change Order and email it.OR
button (at the top or bottom of the form) to close the form without saving the Contract Change Order.
button to cancel the Close action and return to the Contract Change Order View/Edit form (see the steps above)
button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
button to save the Contract Change Order 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.