Contract Change Order - Schedule of Values - Select Change Requests
Updated
Suggested Prior Reading
Contract Change Order - Schedule of Values - Add Line Item
Select Change Requests
This enables automatic population of Change Order Line item(s) from a Change Request.
If this option is invoked, a Change Request can be selected and all the Line Items for that Change Request will be automatically added to the Change Order:
- The Contract Change Order will have all the same Line Item(s) as the Change Request created in the Schedule of Values
- Some information such as Description, Amount and Tax Code can be changed on the Contract Change Order (depending on the Status of the Change Order).
- The Line Item can also be deleted from the Contract Change Order (and assigned to a different Contract Change Order)
- Once assigned to a Contract Change Order Number:
- The Change Request Line Item will be updated to have the Contract Change Order Number (so that it can be easily viewed and managed that its been assigned). See Change Request - Schedule of Values - Line Item - Contract - Display.
- That Change Request Line Item can no longer be added to any other Contract Change Orders.
To populate the Line Items on the Change Order from the Change Request
- Initiate the add of a new line item if not already done, see Contract Change Order - Schedule of Values - Add Line Item and select From Change Request from the drop down.
The Select Change Requests form displays.
All Change Requests that are in an Approved status display in the list as Line Items can only be added from approved Change Requests.
The first column contains a box that can be clicked on to select or un-select the Change Request.
- Click in the box to select it (it turns from no color to be filled in blue to indicate its selected).
- Click in box that is selected to unselect it (it turns from blue to no color).
Multiple Change Requests can be selected at once and all the Line Items from all the Change Requests selected will be automatically created on the Change Order (the individual Line Items from a Change Request are all copied, they can't be individually added, however, once they are added, they can be deleted).
When at least one Change Request has been selected, the Select button turns from lighter blue (unclickable) 
to dark blue (clickable) 
.
- Click the Select
button when the Change Request(s) have been selected.
OR
Click the Cancel 
button to cancel the function.
If one or more Change Requests are selected, all the Line Items from the selected Change Request(s) are automatically added as Line Items on the Change Order. They display with a blue asterisk before the Line Item # to indicate they were created from a Change Request.
The Sub Job (if used), the Cost Code and Cost Type can not be changed. However, all the other information for the Line Item can be (see Contract Change Order - Schedule of Values - Edit Line Items (after Save) for more information).
Once a Line Item from a Change Request has been added to a Change Order, it will be updated with the Change Order and can not be added again. See Change Requests - Overview for more information.
However, a Line item added from a Change Request can be deleted from this Change Order (and then added to a different Change Order). See Contract Change Order - Schedule of Values - Delete Line Item.
Even though the Line Items from the Change Request are displayed on the Change Order, this is a working session and the Change Order and its Schedule of Values must still be saved to save those Line Items.
- Make any other changes to the Schedule of Values as required, see More Information below
OR
Click the Save
button (at the bottom of the form) to save the Contract Change Order.ORClick 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.
Click the Save & Email
button (at the bottom of the form) to save the Contract Change Order and email it.ORClick 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.
Click the Close
button (at the 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.
More Information
To change a Line Item, that was entered during this session and has not yet been saved, see Contract Change Order - Schedule of Values - Edit Line Item (before Save).
To change a Line Item, that was entered and saved in a previous session or that was added from a Change Request, see Contract Change Order - Schedule of Values - Edit Line Items (after Save).
To bulk Import Line Items, see Contract Change Order - Schedule of Values - Import.
To delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.
Next Steps
See the help below for the list the add/view or edit was invoked from:
