Change Request - Schedule of Values - Create During Add

Updated 1 week ago by Customer Service

Suggested Prior Reading

OR

Schedule of Values - Create during add of a new Change Request

This help pertains to Creation of a Schedule of Values during the add of a new Change Request. See Suggested Prior Reading above.

Creation of a Schedule of Values during the add means adding, editing or deleting Line Items and then saving the Change Request and the Schedule of Values. Once that occurs the Schedule of Values is created.

It is possible to add a new Change Request and save it without entering the Schedule of Values. The Schedule of Values can then be created later on:

• To create the Schedule of Values during the edit of an existing Change Request where the Schedule of Values hasn't yet been created, see Change Request - Schedule of Values - Create During Edit.

If the Schedule of Values has been created already either during the initial add or during an edit (i.e. line items added and the Schedule of Values was saved), the Line Items can still be maintained but the functionality during the maintenance is different as some information can't be changed after the Schedule of Values is saved:

• To maintain the Schedule of Values during the edit of an existing Change Request and where Line Items have already been created and saved, see Change Request - Schedule of Values - Maintain.

To create the Change Request Schedule of Values

Access the Schedule of Values

1. Initiate the add of the Change Request (if not already done), see the above Suggested Prior Reading for the view applicable (either Grouped List View or Simple List View, see Change Requests - Multiple Lists and Views for more information.

The New Change Request form displays (see Change Request – Add - Form Layout and Navigation for more information if required).

Note* The required fields on the General component need to be entered before the Contract Change Order can be saved. This can be done before or after the Schedule of Values is created. See Change Request - Add/Edit/View - General Information.

1. Click on the Schedule of Values on the Form Navigation Menu Options on the New Change Request form.

The Schedule of Values component for the Change Request displays. See Change Request - Schedule of Values – Create - Layout and Navigation for more information if required. There will be no Line Items entered.

Set the Accounting Method

There is a bug - that you set the accounting method save and it changes it. Not quite sure how this is supposed to work if it inherits from Contract but can be changed or inherits from Contract and can't be changed.

1. Change the Accounting Method if required, see Schedule of Values - Accounting Method. The Accounting Method must be changed before any Line Items are added.
   1. Click the Accounting Method drop down and select the appropriate method. The form will change depending on what is selected.

Maintain the Schedule of Values

During this session, the Schedule of Values can have Line Items added, edited or deleted. The Schedule of Values is not yet saved until the Save function is invoked (see below).

All the information on the line items can be changed if the line item was entered 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 depending on different circumstances and the Change Request Status).

1. Add a Line Item, see Change Request - Schedule of Values - Add Line Item.
2. Bulk Import Line Items, see Change Request - Schedule of Values - Import.
3. Edit a Line Item, see Change Request - Schedule of Values - Edit Line Item (before Save).
4. Delete a Line Item, see Change Request - Schedule of Values - Delete Line Item.

In addition, after at least one Line Item is entered (even if the Schedule of Values is not yet saved), the Line Item can be created on a new or existing Contract Change Order (but only if the Change Request is Approved) and/or it can be created on a new or existing Commitment or Commitment Change Order. See Change Request - Schedule of Values - Bulk Actions.

1. To assign the Line to a Contract Change Order and/or Commitment or Commitment Change Order,
   1. Select the Line Item
   2. Click the Bulk Actions button.
   3. Select the appropriate option.
   See Change Request - Schedule of Values - Bulk Actions - Select Line Items for more information.

Save the Schedule of Values (and end this session)

1. 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

Maintain the Schedule of Values after it has been created, see Change Request - Schedule of Values - Maintain.

Setup Financial Markups if required, see Change Request - Financial Markups - Overview.

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