Contract Change Order - Schedule of Values - Create During Add
Updated
Suggested Prior Reading
Contract Change Order - Schedule of Values
Schedule of Values - Creation
This help pertains to Creation of a Schedule of Values during the add of a new Change Order for a Contract.
Creation of a Schedule of Values during the add means setting the Schedule of Values Accounting Method, adding, editing or deleting Line Items and then saving the Change Order and Schedule of Values. Once that occurs the Schedule of Values is created.
Creation applies when no Line Items have been entered on the Schedule of Values (as is the case when adding a new Contract Change Order as it is new and no line items will have been entered).
A Schedule of Values once created can still be maintained but the functionality is slightly different as some information can't be changed once line items are added and the Schedule of Values is saved.
- To create the Schedule of Values during the edit of an existing Contract Change Order (but the Schedule of Values hasn't yet been created), see Contract Change Order - Schedule of Values - Create During Edit.
- To maintain the Schedule of Values during the edit of an existing Contract Change Order and where Line Items have already been created, see Contract Change Order - Schedule of Values - Maintain.
To create the Contract Change Order Schedule of Values
Access the Schedule of Values
- If required, Initiate the add of a new Contract Change Order, see Contract - New Change Order.
The New Contract Change Order form displays (see Contract Change Order – Add - Form Layout and Navigation for more information if required on the form).
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 Contract Change Order - General.
- Click on the Schedule of Values on the Form Navigation Menu Options on the New Contract Change Order form.
The Schedule of Values component for the Contract Change Order displays. See Schedule of Values – Layout and Navigation for more information. There will be no Line Items entered.
Set the Accounting Method
- Change the Accounting Method if required, see Schedule of Values - Accounting Method. The Accounting Method must be changed before any Line Items are added.
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).
- Add a Line Item, see Contract Change Order - Schedule of Values - Add Line Item.
- Bulk Import Line Items, see Schedule of Values - Import.
- Edit a Line Item, see Schedule of Values - Edit Line Item (before Save).
- Delete a Line Item, see Schedule of Values - Delete Line Item.
Save the Schedule of Values (and end this session)
- Click the Save
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms.
OR
Click the Save & Email
button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Contract in JobPlanner. The Contract is also added as an attachment in PDF format, with the Default Company signature and date.
OR
Click the Close
button to close the form without saving the information.
Next Steps
Setup Financial Markups if required, see Contract Change Order - Financial Markups.
View more details about how the Contract Change Order Total column displays on the Budget, see Contract Change Orders – Budget.
Create or manage Invoices for Contract Change Order, see Contract Invoices - Overview.
Create or manage Payments for Contract Change Order Invoices, see Contract Payments - Overview.
Delete a Contract Change Order, see Contract Change Order - Delete.
