Schedule of Values - Add New Line Item
Updated
Suggested Prior Reading
Contracts - Schedule of Values - Add Line Item
OR
Commitments - Schedule of Values - Add Line Item
New Line Item
This help pertains to adding a new line item to a Schedule of Values and after the add has been initiated (see above).
After the Initiation of the Add
- Initiate the add of a new line item if not already done, see Contracts - Schedule of Values - Add Line Item or Commitments - Schedule of Values - Add Line Item.
After the initiation of adding a new Line Item, 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. 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.
- If Sub Jobs are not turned on, enter the Cost Code, see Schedule of Values - Line Item - Cost Code.
OR
- 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
- 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.
As information is entered, the Summary and Total update automatically. Additional Line Items can be entered or Line Items changed or deleted during this session, however, the information isn't saved until the entire item is saved. Note* All the information for 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).
- Make any other changes to the Schedule of Values as required, see Next Steps below.
OR
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
Add additional line items as required, see Contracts - Schedule of Values - Add Line Item OR Commitments - Schedule of Values - Add Line Item.
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.
