Delete a Line Item from the Schedule of Values

Updated 1 year ago by Customer Service

Delete a Line Item from the Schedule of Values

Steps

1) To Delete a Line Item from the Schedule of Values, follow the steps to view, add or edit the item. See

Add a Commitment

Edit or View a Commitment

Add a Direct Cost

Edit or View a Direct Cost

Add a Contract

Edit or View a Contract

Add a Subcontract Change Order

Add a Subcontract Invoice

Add a Purchase Order Invoice

Add a Contract Change Order

Add a Contract Invoice

The Schedule of Values displays. The columns displayed will depend on the Default Accounting Method set. See View/Add/Edit Schedule of Values.

2) Hover on the Line Item to be deleted.

The line will be highlighted and the delete button appears (red trash can on the right hand most column)

3) Click the Delete button.

The Schedule of Values can be continued to be worked on; i.e.

Add a Line Item to the Schedule of Values

Edit a Line Item on the Schedule of Values

None of the changes, including the delete will be applied until the Save function is invoked either from the Schedule of Values form or from the General form.

Options after entering the Line Item

Click on “General” to toggle to the general information (the information on the Schedule of Values is not yet saved).

Click the Save button to save the information. The Schedule of Values form closes and the item list form displays.

Click on Save & Email to send a notification and link to the item.

Click Close to close the form without saving any changes. If changes were made, a prompt appears to:

Cancel - Don’t’ save any changes. Close the Schedule of Values form and display the list of the items.

Save – Save any changes. Close the Schedule of Values form and display the list of the items.

Don’t Save - Don’t’ save any changes. Close the Schedule of Values form and display the list of the items.

Delete a Line Item from the Schedule of Values