Change Request Line Items and Commitments (Grouped List View)
Updated
Suggested Prior Reading
Assign Change Request Line Items to Contracts and Commitments - Overview (Grouped List View)
Change Requests Schedule of Value Line Items and Commitments
This is help for assigning Change Request Schedule of Value Line Items to Commitments or Commitment Change Orders and for the Grouped List View. See Change Requests - Multiple Lists and Views for more information.
Change Request Schedule of Value Line Items can be:
- Associated to a Commitment or Commitment Change Order generally (without being associated to an individual Line Item on the Commitment or Commitment Change Order Schedule of Values)
OR
- Created on the Commitment or Commitment Change Order Schedule of Values with a Line Item by Line Item relationship
In most cases, the goal would be to assign the Change Request Schedule of Values Line Item to a Commitment or Commitment Change Order Schedule of Values Line Item (i.e. to have a one to one relationship for the Line Items).
However, there may be circumstances where a one to one Line Item relationship is not ready to be created or doesn't fit the circumstances, therefore, the Change Request Schedule of Value Line Item can be associated to just the Commitment or Commitment Change Order and not a specific Line Item on the Commitment or Commitment Change Order Schedule of Values Line Items.
Generally, if the association is to be to a specific Line Item on the Commitment or Commitment Change Order Schedule of Values, the Line Items will need to be created with that association (and there are multiple ways to do this).
If the Line Items are created on the Change Request Schedule of Values and the Commitment or Commitment Change Order Schedule of Values separately without the Line Item to Line Item association, then that can not be created later on. In this case, the only association that can be created is from the Change Request Schedule of Value Line Items to the Commitment or Commitment Change Order generally (without being associated to an individual Line Item on the Commitment or Commitment Change Order Schedule of Values).
Next Steps
To Create Change Request Line Items on Commitments or Commitment Change Orders, see Create Change Request Line Items on Commitments (Grouped List View).
To associate Change Request Line Items to Commitments or Commitment Change Orders generally (and not create Line Items), see Associate Change Request Line Items to Commitments (Grouped List View).
