Change Request - Schedule of Values - Bulk Actions - Select Line Items

Updated 1 week ago by Customer Service

Suggested Prior Reading

Change Request - Schedule of Values - Bulk Actions

Select Line Items and Invoke Bulk Actions Function

To select Line Items on the Change Request Schedule of Values:

1. If not already selected, access the Schedule of Values component for the Approved Change Request, see:

Change Request - Schedule of Values - Create During Add

OR

Change Request - Schedule of Values - Create During Edit

OR

Change Request - Schedule of Values - Maintain

All Line Items can be automatically selected (or unselected), and/or individual Line Items can be selected (or unselected).

Select/Unselect All Line Items

There is an option to select or unselect all Line Items. This is done by clicking in the box in the first column in the header row on the Schedule of Values.

Note* If this is an Approved Change Request, the Select All Line Items option is available only if none of the Line Items have been created on both a Contract Change Order and a Commitment or Commitment Change Order (i.e. both do not have entries and have green check marks displayed). If any of the Line Items have been created on both a Contract Change Order and a Commitment or Commitment Change Order, clicking the Select All option does not select any Lines. However, if it is selected (filled in blue), it can be clicked to unselect any selected Line Items.

1. To select All Line Items, click in the box in the first column of the Schedule of Values column header.

If none of the Line Items are assigned to both a Contract Change Order and a Commitment or Commitment Change Order and have green check marks:

• The Box will be filled in blue
• All the Line Items will also be selected
• The box in the first column for the Line Item is filled in blue

1. To toggle off selection of all the selected Line Items, click on the box again (it will be an empty gray box) and all the Line Items will be unselected (i.e. become an empty gray box).

Select/Unselect an individual Line Item(s)

There is an option to select (or unselect) individual Line Items. This is done by clicking in the box in the first column in the header row on the Schedule of Values.

Note* If the Change Request is Approved, selecting an individual Line Item is only available if both a Contract Change Order and a Commitment or Commitment Change Order have not been entered (i.e. both columns are not filled and have green check marks displayed). If the the Line Item has been created on both a Contract Change Order and a Commitment or Commitment Change Order, clicking the Select option for the Line Item does not select it.

1. To select an individual Line Item, click in the box in the first column of the Line Item.
2. Repeat for as many items as required.

1. To toggle off selection of a Line Item, click on the box again (it will be an empty gray box)

Invoke the Bulk Actions Button

1. If at least one Item is selected, click on the Bulk Actions button .
   A drop down menu appears. The options on the menu will differ depending on the Status of the Change Request and the Line Items selected.Cli

If the menu options display and are selectable:

The Contracts and Commitments menu options have Sub Menus (indicated by the >).

The Send RFQs does not have a sub menu.

1. To display the sub menus, click on the main menu item.

1. Select the option, either from the main menu or from the sub menu by clicking on it. See Next Steps below.
   OR
   Click anywhere outside the menu options to exit the Bulk Actions function.

Next Steps

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