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Change Request - Schedule of Values - Line Item - Commitment

Updated by Customer Service

Suggested Prior Reading

Change Request - Schedule of Values - Add Line Item

OR

Change Request - Schedule of Values - Edit Line Item (before Save)

OR

Change Request - Schedule of Values - Edit Line Item (after Save)

Entering a Commitment

The Commitment column is where the Purchase Order or Subcontract or Purchase Order Change Order or Subcontract Change Order can be selected and/or viewed.

The Commitment column displays the Purchase Order, Subcontract, Purchase Order Change Order, Subcontract Change Order if one is selected, but is also a drop down to select or change the Commitment.

The Commitment can only be added or changed until the Change Request Status is set to Approved, Rejected or Void. After the Change Request is set to Approved, Rejected or Void, the Schedule of Values can no longer be edited. See Change Request - Status for more information.

For more information about the Company and Commitment columns, see Change Request - Schedule of Values - Line Item - Company and Commitment.

Note* How columns display for the Line Items on the Schedule of Values display depends on various factors, see Change Request - Schedule of Values – Layout and Navigation.

This help covers:

  • Entering a Commitment when adding new Line Items
  • Changing the Commitment for existing Line Items
  • Entering other Line Item information or saving the Change Request
  • Display of Commitment for Approved, Rejected or Void Change Requests
To Enter a Commitment when adding new Line Items

After the Company is selected the Commitment column may be automatically selected. See Change Request - Schedule of Values - Line Item - Company.

  1. If the Commitment column is not selected, click on it to select it.

After the Commitment column is selected (either automatically or by clicking on it):

  • The Commitment drop down displays.
    • If a Company was entered, only Commitments and Commitment Change Orders for that Company display in the drop down
    • If a Company wasn't entered, all Commitments and Commitment Change Orders display in the drop down (regardless of the Status of the Commitment or Commitment Change Order)
  • The Commitment or Commitment Change Order displays as well as the Grand Total.
  1. Click on a Commitment in the list to select it.

The Commitment displays in the field.

If a Company was not entered, the Company is filled in automatically with the Company of the Commitment or Commitment Change Order that was selected.

To Change the Commitment for existing Line Items

The Commitment can be changed as long as the Change Request Status is not Approved, Void or Rejected.

When it can be changed, it will appear as a drop down with any currently selected Commitment listed in the box.

To change the Commitment or enter it if left blank, follow the steps above.

Note* If a Company was entered and the Commitment is changed to a Commitment or Change Order with the same Company, the Company will not be changed. However, if the Commitment is changed to a Commitment or Change Order with a different Company, the Company will be changed to that new Company automatically.

Enter other Line Item Information or Save the Change Request

Enter other Line Item Information, see More Information below.

OR

Click the Save button (at the bottom of the form) to save the Change Request including the Status set and any other information changed on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.

OR

Click the Save & Email button (at the bottom of the form) to save all the information for the Change Request as outlined above and send 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 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. If no information was changed or entered, the list the add was invoked from displays, see Next Steps below. If information was changed, then an additional prompt displays to confirm that changes aren't to be saved.

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 was invoked from displays, see Next Steps below.

OR

Click the Save button to save the Change Request including the Status set and any other changed information on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.

More Information

For more details on how the Commitment column displays, depending on the status and associations, see Change Request - Schedule of Values - Line Item - Commitment - Display.

Enter other Schedule of Values, Line Item information:

View, add or edit General Change Request information, see Change Request - Add - General OR Change Request - Edit - General.

Review all Financial Markups, see Change Request - Financial Markups - Overview.

Review and manage RFQs, see RFQs - Overview.

Next Steps

See Change Requests List - Overview (Grouped List View)

OR

Contracts - List of all Change Requests - Overview (Grouped List View)

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