Change Request - Schedule of Values - Add Line Item

Updated 5 days ago by Customer Service

Suggested Prior Reading

Change Request - Schedule of Values - Create During Add

OR

Change Request - Schedule of Values - Create During Edit

OR

Change Request - Schedule of Values - Maintain

Change Request - Schedule of Values - Add Line Item

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

1. If not already selected, access the Schedule of Values component for the Change Request. See the Suggested Prior Reading above.
2. Click the Add Line Item button.

A new blank row is created on the Schedule of Values with the first column of information automatically selected and the drop down for the first column displayed.

After the initiation of adding a new Line Item, the first column in the row is automatically selected which will be either a Sub Job or the Cost Code, and the drop down for that field appears. There are a number of different factors which determine the columns of information displayed on the Schedule of Values. See Schedule of Values - Line Items for more information.

1. If Sub Jobs are not turned on, enter the Cost Code, see Change Request - Schedule of Values - Line Item - Cost Code.

OR

1. If Sub Jobs are turned on for the project,
   1. Enter the Parent or Sub Job, see Change Request - Schedule of Values - Line Item - Sub Job.
   2. Enter the Cost Code, see Change Request - Schedule of Values - Line Item - Cost Code with Sub Jobs.
2. Enter the Cost Type, see Change Request - Schedule of Values - Line Item - Cost Type.
3. Optionally, select 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 the Commitment or Commitment Change Order this Line Item will be associated with, see Change Request - Schedule of Values - Line Item - Commitment.
5. Optionally, enter a description, see Change Request - 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 the Cost, see Change Request - Schedule of Values - Line Item - Cost.
2. Optionally, enter 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 Revenue and Cost each 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).

Adding More Line Items and Saving the Information

1. Repeat the above steps to add as many Line Items as required.
2. 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.

Next Steps

To change a Line Item, that was entered during this session and has not yet been saved, see Change Request - Schedule of Values - Edit Line Item (before Save).

To change a Line Item, that was entered and saved in a previous session, see Change Request - Schedule of Values - Edit Line Items (after Save).

To create the Schedule of Value Line Item(s) automatically on a Contract Change Order, Commitment or Commitment Change Order and associate the Line Item, see Change Request - Schedule of Values - Bulk Actions.

To bulk Import Line Items, see Change Request - Schedule of Values - Import.

To delete a Line Item, see Change Request - Schedule of Values - Delete Line Item.

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• Contract Change Order - Schedule of Values - Add Line Item
• Contract Change Order - Schedule of Values - New Line Item
• Contract Change Order - Schedule of Values - Edit Line Item (before Save)