Change Request - Schedule of Values - Edit Line Item (before Save)

Updated 5 days ago by Customer Service

Change Request - Schedule of Values - Edit a Line Item (before it is saved)

Line Items can only be edited if the Change Request is in a Status that enables adding/editing. See Change Request – Status.

If not already selected, access the Schedule of Values component for the Change Request. See the Suggested Prior Reading above.
Click in a field in the row of the Line Item to change and change the information as required:
1. If Sub Jobs are not turned on, change the Cost Code, see Schedule of Values - Line Item - Cost Code.
OR
1. If Sub Jobs are turned on for the project,
  1. Change the Parent or Sub Job, see Schedule of Values - Line Item - Sub Jobs.
  2. Change the Cost Code, see Schedule of Values - Line Item - Cost Code with Sub Jobs.
2. Change the Cost Type, see Schedule of Values - Line Item - Cost Type.
3. Optionally, select or change the Company this Line Item will be assigned to, to execute the work or provide the service, see Change Request - Schedule of Values - Line Item - Company.
4. Optionally, select or change the Commitment or Commitment Change Order this Line Item will be associated with, see Change Request - Schedule of Values - Line Item - Commitment. This can only be changed if this Line Item is not already created on a Commitment or Commitment Change Order Schedule of Values.
5. Change the description, see Schedule of Values - Line Item - Description.
Amount Based
If the Accounting Method is Amount Based (see Schedule of Values - Accounting Method for more information):
1. Optionally, enter or change the Cost, see Change Request - Schedule of Values - Line Item - Cost.
2. Optionally, enter or change the Revenue, see Change Request - Schedule of Values - Line Item - Revenue.
Unit-Qty Based
If the Accounting Method is Unit-Qty Based (see Schedule of Values - Accounting Method for more information), the Cost has three columns:
- Quantity
- Unit (of Measure)
- Unit Price
1. Optionally, enter or change the Quantity, Unit (of Measure), and Unit Price for the Cost, see Change Request - Schedule of Values - Line Item - Cost.
2. Optionally, enter or change the Revenue, see Change Request - Schedule of Values - Line Item - Revenue.
Tax Code and Tax
If Tax Codes have been setup by the System Administrator (see Settings - Tax Codes), a Tax Code and Tax amount displays.
1. If applicable, click in the Tax Code drop down and select the appropriate Tax Code. The Tax amount is automatically calculated based on that. See Change Request - Schedule of Values - Line Item - Tax Code and Tax.

Automatic Calculations and Totals

As information is entered, any Financial Markups, the Over/Under and Subtotal for the Line are automatically calculated. For more information, see:

Change Request - Schedule of Values - Line Item - Financial Markups

Change Request - Schedule of Values - Line Item - Over/Under

Change Request - Schedule of Values - Line Item - Subtotal

As well, the Subtotal, Tax (if applicable) and Grand Total for all the Line Items are automatically calculated. The Subtotal is the Subtotal value of all the Line Items. The Tax is the tax value of all the Line Items. The Grand Total is the Subtotal plus the Tax.

Additional Line Items can be entered or Line Items changed or deleted during this session, however, the information isn't saved until the entire Change Request is saved. Note* All the information for line items can be changed if the line item was added during this session. After the Schedule of Values is saved and this session ended, the Parent/Sub (if used), the Cost Code and Cost Type for Line Items can not be changed (but the other information can be).

Editing More Line Items and Saving the Information

Repeat the above steps to edit as many Line Items as required.
Make any other changes to the Schedule of Values as required, see Next Steps below.
OR
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.