Contracts - Schedule of Values - Maintain

Updated 3 weeks ago by Customer Service

Maintain the Schedule of Values - Add, Edit or Delete Line Items

This help pertains to maintaining the Schedule of Values that already has Line Items entered and it has been saved.

Maintaining a Schedule of Values means adding, editing or deleting Line Items.

In order to maintain the Schedule of Values, the Contract must be in a status that enables editing, see Contracts - Status.

Editing of existing Line Items will function differently depending on whether:

The Line Item was entered and saved during a previous add or edit session OR
The Line item was entered during this session (and has not yet been saved).

Once the Contract/Schedule of Values is saved, the Parent/Sub Job (if being used), the Cost Code and the Cost Type for a Line Item can not be edited. The reason, is that the Parent/Sub Job (if being used), the Cost Code and the Cost Type are linked to the Budget.

However, the other information can be still edited after the Contract is saved such as the Description, Amount or Tax (but only as long as the Contract is in a Status that enables editing).

To create the Schedule of Values during the add of a new Contract, see Contracts - Schedule of Values - Create During Add.
To create the Schedule of Values during the edit of an existing Contract (but the Schedule of Values hasn't yet been created), see Contracts - Schedule of Values - Create During Edit.

To add/edit or delete Line Items

Initiate the edit of a new Contract (if not already done), see Contracts - View/Edit.

The Contract View/Edit form displays (see Contract – View/Edit - Form Layout and Navigation for more information if required).

Click on the Schedule of Values on the Form Navigation Menu Options on the Contract View/Edit form.

The Schedule of Values component for the Contract displays. See Schedule of Values – Layout and Navigation for more information. There will be Line Items entered. If no Line Items are entered, see Contracts - Schedule of Values - Create.

Maintain the Schedule of Values

During this session, the Schedule of Values can have Line Items added, edited or deleted. The changes to the Schedule of Values is not yet saved until the Save function is invoked (see below).

Add a Line Item, see Schedule of Values - Add Line Item.
Bulk Import Schedule of Values Line Items, see Schedule of Values - Import.
Edit a Schedule of Values Line Item that was entered during this session and has not yet been saved, see Schedule of Values - Edit Line Item.
Edit a Schedule of Values Line Item that has already been entered and saved in a previous session, see Schedule of Values - Edit Line Items (after save).
Delete a Schedule of Values Line Item, see Schedule of Values - Delete Line Item.

Save the Schedule of Values (and end this session)

Click the Save button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms.
OR
Click the Save & Email button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Contract in JobPlanner. The Contract 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

View the Contract Total column on the Budget (called Contracts), see Budget - Overview.

Create or manage Contract Change Orders, see Contract Change Orders - Overview.

Create or manage Contract Invoices, see Contract Invoices - Overview (only Approved Contracts can have Invoices entered).

Create or manage Contract Payments, see Contract Payments - Overview (only Approved Contracts can have Payments entered).

Delete a Contract, see Contract - Delete.