Schedule of Values - Add Line Item
Updated
Suggested Prior Reading
Schedule of Values – Layout and Navigation
Schedule of Values - Line Items.
Add a Line Item
Line Items can only be added if the item is in a Status that enables adding. See Schedule of Values - Where Used for links to the different items and their statuses to see which enable adding.
- If not already selected, access the Schedule of Values component by clicking on the Schedule of Values from the Form Navigation Menu Options. See Schedule of Values – Layout and Navigation.
- Click the Add Line Item
button.
A new blank row is created on the Schedule of Values. There are a number of different factors which determine the columns of information displayed on the Schedule of Values. See Schedule of Values - Line Items.
The first column in the row is automatically selected which will be either a Sub Job or the Cost Code, and the drop down for that field appears.
- If Sub Jobs are turned on for the project,
- Enter the Parent or Sub Job, see Schedule of Values - Line Item - Sub Jobs.
- Enter the Cost Code, see Schedule of Values - Line Item - Cost Code with Sub Jobs
If Sub Jobs are not turned on, enter the Cost Code, see Schedule of Values - Line Item - Cost Code.
- Enter the Cost Type, see Schedule of Values - Line Item - Cost Type
- Optionally, enter a description, see Schedule of Values - Line Item - Description
- Enter the Amount, see Schedule of Values - Line Item - Amount.
- Optionally, select the tax code and rate to apply, see Schedule of Values - Line Item - Tax.
- Repeat adding as many line items as required to create the Schedule of Values.
Continue to maintain the Schedule of Values
The Schedule of Values can continue to be maintained in this session or it can be saved and the session ended (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).
- To change a Line Item that was entered during this session and has not yet been saved, see Schedule of Values - Edit Line Item (before Save).
- To change a Line Item that was entered and saved in a previous session, see Schedule of Values - Edit Line Items (after Save).
- To bulk Import Line Items, see Schedule of Values - Import.
- To delete a Line Item, see Schedule of Values - Delete Line Item.
- Click the Save
button to save all the information on the General, Schedule of Values and Financial Markup forms.
OR
Click the Save & Email 
button to save all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the item in JobPlanner. The Item 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
Schedule of Values - Where Used for next steps for different items.
