Add a Line Item to the Schedule of Values
Updated
Add a Line Item to the Schedule of Values
Suggested Prior Reading
Schedule of Values
Schedule of Values – Layout and Navigation
Things to do before you add the first Line Item to the Schedule of Values
Steps
1) To Add Line Items to the Schedule of Values, follow the steps to view, add or edit the item. See
Add a Commitment
Edit or View a Commitment
Add a Direct Cost
Edit or View a Direct Cost
Add a Contract
Edit or View a Contract
Add a Subcontract Change Order
Add a Subcontract Invoice
Add a Purchase Order Invoice
Add a Contract Change Order
Add a Contract Invoice
The Schedule of Values displays. The columns displayed will depend on the Default Accounting Method set. See View/Add/Edit Schedule of Values.
2) Select a Cost Code from the drop down. They list will be separated into budgeted and unbudgeted items.
3) Select the Type
4) Enter a Description
5) If Accounting Method is set to amount based, enter the total amount
OR
If Unit-Qty based, select the Unit from the drop down list, enter the Quantity and enter the Unit Price. The Amount will be automatically calculated
The Schedule of Values can be continued to be worked on; i.e.
Edit a Line Item on the Schedule of Values
Delete a Line Item from the Schedule of Values
None of the changes, including the add will be applied until the Save function is invoked either from the Schedule of Values form or from the General form.
Options after entering the Line Item
Click on “General” to toggle to the general information (the information on the Schedule of Values is not yet saved).
Click the Save button to save the information. The Schedule of Values form closes and the item list form displays.
Click on Save & Email to send a notification and link to the item.
Click Close to close the form without saving any changes. If changes were made, a prompt appears to:
Cancel - Don’t’ save any changes. Close the Schedule of Values form and display the list of the items.
Save – Save any changes. Close the Schedule of Values form and display the list of the items.
Don’t Save - Don’t’ save any changes. Close the Schedule of Values form and display the list of the items.
See Also
View/Create/Edit Budget View Form
Add Unbudgeted Line item to the Budget
