Contract Change Order - Schedule of Values - Maintain when existing updated from Change Request

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Change Request - Schedule of Values - Bulk Actions - Contracts - New Change Order

OR

All Change Request Lists - Bulk Actions - Contracts - New Change Order

Maintain the Schedule of Values - Line Items added from Change Requests

This help pertains to maintaining the Schedule of Values for an existing Contract Change Order that had Line Items added from a Change Request (see the above Suggested Prior Reading).

The Line Items that were added from any Change Request will have a blue asterisk in the first column next to the Line Item Number.

Note* The Line Items with an asterisk could be added during this session or they could be added during a previous session from the same or a different Change Request.

The Schedule of Values and the Line Items added are not yet saved. This is a working session and the Save or Save & Email function must be invoked to save the new Line Items added.

The information can be saved at this point or the Schedule of Values can be maintained.

Maintain the Schedule of Values

1. Edit a Line Item created from the Change Request (i.e. those with a blue asterisk), see Contract Change Order - Schedule of Values - Edit Line Items created from a Change Request.
2. Edit other Line Items not created from a Change Request:
   1. To edit Line Items added during this session, see Contract Change Order - Schedule of Values - Edit Line Item (before Save).
   2. To edit Line Items added during a previous session, see Contract Change Order - Schedule of Values - Edit Line Items (after Save).
3. Add a Line Item, see Contract Change Order - Schedule of Values - New Line Item.
4. Delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.

Save the Schedule of Values (and end this session)

1. Click the Save button (at the bottom of the form) to save the Contract Change Order.
   Click 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.
   OR
   Click the Save & Email button (at the bottom of the form) to save the Contract Change Order and email it.
   Click 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.
   OR
   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 copy Financial Markups from the Contract, see Change Request - Financial Markups - Copy from Contract.

Setup Financial Markups if required, see Contract Change Order - Financial Markups.

To view/edit the General information, see Contract Change Order - General.

Next Steps

See the help below for the view applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views for which one is applicable) and for the list the function was initiated from:

OR

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