Contract Change Order - Schedule of Values - Edit Line Items (after Save)
Updated
Suggested Prior Reading
Contract Change Order - Schedule of Values - Create During Add
OR
Contract Change Order - Schedule of Values - Create During Edit
OR
Contract Change Order - Schedule of Values - Maintain
OR
Contract Change Order - Schedule of Values - Maintain when Line Items added from Change Requests
Contract Change Order - Schedule of Values - Edit a Line Item (after it is saved)
Line Items can only be edited if the Contract Change Order is in a Status that enables adding/editing. See Contract Change Orders – Status.
- If not already selected, access the Schedule of Values component for the Contract Change Order. See the Suggested Prior Reading above.
- Click in a field in the row of the Line Item to change and change the information as required:
- Change the description, see Schedule of Values - Line Item - Description.
- Change the Amount, see Schedule of Values - Line Item - Amount.
- Change the tax code and rate to apply, see Schedule of Values - Line Item - Tax.
As information is changed, the Summary and Total update automatically. However, the changes aren't saved until the entire Contract Change Order is saved.
- Repeat the above steps to edit any other Line Items that have already been saved.
- Make any other changes to the Schedule of Values as required, see More Information below
OR
Click the Save
button (at the bottom of the form) to save the Contract Change Order.ORClick 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.
Click the Save & Email
button (at the bottom of the form) to save the Contract Change Order and email it.ORClick 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.
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
Add line items, see Contract Change Order - Schedule of Values - Add Line Item.
To change a Line Item, that was added during this session and has not yet been saved, see Contract Change Order - Schedule of Values - Edit Line Item (before 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.
Next Steps
See the help below for the list the add/view or edit was invoked from and for the view if applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views):
From Contracts:
From Change Requests:
Click here for Grouped List View
OR
