Contract Change Order - Schedule of Values - New Line Item

Updated 1 week ago by Customer Service

Suggested Prior Reading

Contract Change Order - Schedule of Values - Add Line Item

OR

Contract Change Order - Schedule of Values - Maintain when Line Items added from Change Requests

New Line Item

1. Initiate the add of a new line item if not already done, Contract Change Order - 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.

1. If Sub Jobs are not turned on, enter the Cost Code, see Schedule of Values - Line Item - Cost Code.

OR

1. If Sub Jobs are turned on for the project,
   1. Enter the Parent or Sub Job, see Schedule of Values - Line Item - Sub Jobs.
   2. Enter the Cost Code, see Schedule of Values - Line Item - Cost Code with Sub Jobs
2. Enter the Cost Type, see Schedule of Values - Line Item - Cost Type
3. Optionally, enter a description, see Schedule of Values - Line Item - Description
4. Enter the Amount, see Schedule of Values - Line Item - Amount.
5. 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).

1. Repeat the above steps to add as many Line Items as required.
2. Make any other changes to the Schedule of Values as required, see More Information below
   OR
   Click the Save button (at the bottom of the form) to save the Contract Change Order.
   Click here for more information on the Save function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markups Components.
   This list the function was invoked from displays. See Next Steps below.
   OR
   Click the Save & Email button (at the bottom of the form) to save the Contract Change Order and email it.
   Click here for more information on the Save and Email function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
   OR
   Click the Close button (at the bottom of the form) to close the form without saving the Contract Change Order.
   Click here for more information on the Close function.

   If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.
   
   If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
   
   
   
   Click the Cancel button to cancel the Close action and return to the Contract Change Order View/Edit form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
   OR
   Click the Save button to save the Contract Change Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.

More Information

To change a Line Item, that was entered during this session and has not yet been saved, see Contract Change Order - Schedule of Values - Edit Line Item (before Save).

To change a Line Item, that was entered and saved in a previous session, see Contract Change Order - Schedule of Values - Edit Line Items (after Save).

To bulk Import Line Items, see Contract Change Order - Schedule of Values - Import.

To delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.

Next Steps

See the help below for the list the add/view or edit was invoked from and for the view if applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views):

From Contracts:

• Contracts - List of All Change Orders - Overview
• Contract Specific Change Orders List - Overview

From Change Requests:

OR

How did we do?

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