Schedule of Values - Line Item - Sub Job
Updated
Suggested Prior Reading
Schedule of Values - Add Line Item
OR
Schedule of Values - Edit Line Item (before Save)
OR
Schedule of Values - Edit Line Item (after Save)
Sub Jobs
Sub Jobs appear on Schedule of Value Line Items if Sub Jobs are turned on for the Project, see Sub Jobs - Overview. Even though the column is called Sub Job, it is where the Parent Job or the Sub Job is selected. How columns display for the Line Items on the Schedule of Values display depends on various factors, see Schedule of Values – Layout and Navigation.
If Sub Jobs are turned on, they display as the second column after the line item number.
Sub Jobs are linked to the Budget and if turned on, are a required field. The Budget line items will automatically have the Sub Job as well.
Sub Jobs are entered during the add of a new line item or a Sub Job can be changed (but only up until the Schedule of Values form is saved).
This help covers:
- Entering a Sub Job when adding Line Items
- Changing the Sub Job for existing Line Items (if the Schedule of Values is not yet saved)
- Display of Sub Job (if the Schedule of Values has been saved)
To Enter a Sub Job when adding Line Items
- After the + Add Line Item
button and any options is selected:
- A new line is created in the Schedule of Values.
- The Sub Job is automatically selected and the Sub Job drop down appears.
- By default, the Sub Job is set to be the Parent Job and that displays in the field in gray writing.
The Sub Job can be left as the Parent Job or set to a Sub Job.
To leave the Job as the Parent Job:
- Click on the Parent Job in the drop down. The Parent Job displays and the Cost Code is automatically selected and the Cost Code drop down displays with all the Cost Codes for the Parent Job.
OR
Click in the Cost Code drop down. The Parent Job displays and the Cost Code is automatically selected and the Cost Code drop down displays with all the Cost Codes for the Parent Job.
OR
Click in any other field.
OR
Click anywhere outside the drop down box.
To select a Sub Job (and not the Parent Job):
- Optionally, search for the Sub Job to add (if the Sub Job list is long). Type in the Sub Job to search for in the Search box. This can either be the code or the description both are searched.
As soon as characters are entered in the search box, the Sub Job list narrows to show only those Sub Jobs that match what is entered.
The first item in the list that matches the search is highlighted blue. - If a search was done, to select the item that is highlighted blue, click Enter.
OR
Click on the Sub Job in the drop down list to select it (whether search criteria was entered or not).
The Sub Job displays and the Cost Code is automatically selected and the Cost Code drop down displays.
The Cost Codes show only the Cost Codes applicable to the Parent/Sub Job selected. The Parent has its own set of Cost Codes assigned and each Sub Job also has its own set of Cost Codes assigned (to make it easy for management and selection).
- Click on the Sub Job in the drop down list to apply.
The Sub Job displays and the Cost Code is automatically selected and the Cost Code drop down displays.
The Cost Codes show only the Cost Codes applicable to the Sub Job selected. The Parent has its own set of Cost Codes assigned and each Sub Job also has its own set of Cost Codes assigned (to make it easy for management and selection).
To Change the Sub Job for Existing Line Items (if the Schedule of Values is not yet saved)
- To change the Sub Job selected (if the form has not been saved), click in the Sub Job on the row to edit.
The Sub Job is selected and the Sub Job drop down appears.
- Follow the steps above to select either the Parent Job or the Sub Job.
Note* The Cost Code drop down gets reset to blank if the Sub Job is changed and the Cost Code drop down shows the Cost Codes applicable to the new Parent/Sub Job selected.
Display of Sub Job (if the Schedule of Values has been saved)
During the initial add of the line item (and before the form has been saved), Cost Codes are a drop down and they can be clicked in to select the Cost Code (as described above).
After the form is saved, Cost Codes (along with Cost Types and any Sub Jobs) can not be changed as it is associated with a Budget Line item. It is no longer a drop down but is display text. The Line Item would have to be deleted and added to correct any issues (and that can only be done on items with certain Statuses).
When the Sub Job is blank, it indicates that it is the Parent Job assigned.
Next Steps
Set the Cost Code for the Line Item, see Schedule of Values - Line Item - Cost Code with Sub Jobs.
