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 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.
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.
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 added to this Change Order or a different one later on). 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 Next Steps below.
OR
Click the Save 
button to save all the information on the Contract Change Order - General, Schedule of Values and Financial Markup components.
OR
Click the Save & Email 
button to save all the information on the Contract Change Order - General, Schedule of Values and Financial Markup components and send an email with a link to the item in JobPlanner. The Item is also added as an attachment in PDF format.
OR
Click the Close 
button to close the form without saving the information on any Contract Change Order component.
Next Steps
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.
