Contract Change Order - Schedule of Values – Maintain when existing updated from Change Request - Layout and Navigation
Updated
Suggested Prior Reading
Contract Change Order - Schedule of Values
Contract Change Order - Schedule of Values - Maintain when existing updated from Change Request
Schedule of Values - Maintain - Layout and Navigation
The Schedule of Values is a component of a Contract Change Order.
This help pertains to maintaining a Schedule of Values when an existing Contract Change Order is updated to have Line Items added from Change Requests.
The Schedule of Values is accessed through the Form Navigation Menu Options during the edit by clicking on the Schedule of Values text on the menu item. See Contract Change Order - Schedule of Values - Maintain when existing updated from Change Request.
- The Schedule of Values component is displayed in the middle section of the Contract Change Order view/edit form (see Contract Change Order – View/Edit - Form Layout and Navigation).
- Directly above the Component is the Form Navigation Menu Options which are used to navigate to the other components.
- Directly below the Component, the Contract Change Order Function Buttons display.
Both the Form Navigation Menu Options and the Contract Change Order Function Buttons as well as the other functions and information apply to the entire Contract Change Order including the General, Schedule of Values and Financial Markups. They are part of the top and bottom sections of the View/Edit Contract Change Order form and don't change regardless of what component is displayed. For more information on the entire Contract Change Order View/Edit form layout regardless of which Component is selected, see Contract Change Order – View/Edit - Form Layout and Navigation.
The following is an example of a the Contract Change Order View/Edit form when added from Change Requests, with the Schedule of Values Component.
Schedule of Values Component
The Schedule of Values component consists of:
- Schedule of Values Function Buttons (functions specific to the Schedule of Values only)
- Accounting Method
- The list of the Line Items in the Schedule of Values
- Totals section
The Accounting Method is already set for the Contract Change Order and is not changed.
None of the changes are actually saved for the Schedule of Value Line Items, until the entire Contract Change Order is saved. This is done via the Contract Change Order Function Buttons that appear at the top and bottom of the form.
While Line Items are being added, edited or deleted and before the entire item is saved, this is considered a working session. The Save or Save & Email Item Function Buttons must be used to save the entire Contract Change Order and includes saving the Schedule of Values. The Save or Save & Email Item Function Buttons apply to the entire item, not just the Schedule of Values Component; they can be invoked from any component and will save all information on all Components.
Line Items
Any previously added Line Items display along with the new Line Items added from the Change Request.
Line Items added from a Change Request will have a blue asterisk * before the Line Item number. Note* The New Line Items just added will have the blue asterisk, however there could also be Line Items added previously from a Change Request that could display also and will display the same as the new ones added.
On the Schedule of Values, there are Function Buttons to:
- Add individual Line Items - Either by:
- Creating a new Line Item manually
- Adding Line Item(s) from other Approved Change Requests
- Import Line Items from a File
The existing Line Items can also be:
- Edited inline within the Schedule of Values (for the information that can be edited)
- Deleted
The Cost Code and Cost Type for the Line Item(s) (and Sub Jobs if turned on) can not be edited if they were created from a Change Request. i.e. the fields are display only and not drop downs.
For more information on Sub Jobs, see Sub Jobs - Overview (Note* Sub Jobs are not shown in these examples).
Totals Section
Each Schedule of Values has a Totals section:
- Subtotal
- Tax (if applicable)
- Grand Total
The Subtotal is the Subtotal of all the Line Items which is the Amount (or Unit Price x quantity) plus the Financial Markups if they are set as horizontal or as separate Line Items).
The Taxes are the total of all Taxes for all Line Items. The Tax columns on the Schedule of Values Line Items displays only when Tax Codes have been setup by the System Administrator (see Settings - Tax Codes for more information).
The Grand Total is the Subtotal plus Taxes plus any Financial Markups that are set as Vertical.
This information is automatically calculated. As Line Item values are entered it automatically updates to reflect the information (but the form has to be saved to retain the changes).
Next Steps
Add a Schedule of Values Line Item, see Contract Change Order - Schedule of Values - Add Line Item.
Bulk Import Schedule of Values Line Items, see Contract Change Order - Schedule of Values - Import.
Edit a Schedule of Values Line Item created from a Change Request, see Contract Change Order - Schedule of Values - Edit Line Items created from a Change Request.
Delete a Schedule of Values Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.
