Change Request - Schedule of Values - Line Item - Sub Job
Updated
Suggested Prior Reading
Change Request - Schedule of Values - Add Line Item
OR
Change Request - Schedule of Values - Edit Line Item (before Save)
OR
Change Request - Schedule of Values - Edit Line Item (after Save)
Sub Jobs
Sub Jobs appear on Schedule of Value Line Items for a Change Request if Sub Jobs are turned on for the Project, see Sub Jobs - Overview. Even though the column is called Sub Job, it is where the Parent Job or the Sub Job is selected.
Note* How columns display for the Line Items on the Schedule of Values display depends on various factors, see Change Request - Schedule of Values – Layout and Navigation.
If Sub Jobs are turned on, they display as the second column after the line item number.
Sub Jobs are linked to the Budget and if turned on, are a required field. The Budget line items will automatically have the Sub Job as well.
Sub Jobs are entered during the add of a new line item or a Sub Job can be changed (but only up until the Schedule of Values form is saved. Once its saved, the Sub Job can't be changed).
This help covers:
- Entering a Sub Job when adding Line Items
- Entering the Parent Job
- Enter a Sub Job
- Changing the Sub Job for existing Line Items (if the Schedule of Values is not yet saved)
- Display of Sub Job (if the Schedule of Values has been saved)
To Enter a Sub Job when adding Line Items
- After the + Add Line Item
button and any options are selected:
- A new line is created in the Schedule of Values.
- The Sub Job field is automatically selected and the Sub Job drop down appears.
- By default, the Sub Job is set to be the Parent Job and that displays in the field in gray writing.
The Sub Job can be left as the Parent Job or set to a Sub Job.
To leave the Job as the Parent Job:
- Click anywhere outside the drop down box.
OR
Click in the Cost Code drop down. The Parent Job displays and the Cost Code is automatically selected and the Cost Code drop down displays with all the Cost Codes for the Parent Job.
OR
Click in any other field.
OR
Click on the Parent Job in the drop down. The Parent Job displays and the Cost Code is automatically selected and the Cost Code drop down displays with all the Cost Codes for the Parent Job.
Note* if a Sub Job is not selected, the Line Item will automatically default to the Parent Job.
To select a Sub Job (and not the Parent Job):
- Optionally, search for the Sub Job to select (if the Sub Job list is long). Type in the Sub Job to search for in the Search box. This can either be the code or the description, both are searched.
As soon as characters are entered in the search box, the Sub Job list narrows to show only those Sub Jobs that match what is entered.
If required, delete any letters to remove the Search criteria.
The first item in the list that matches the search criteria is highlighted blue. - If a search was done, to select the item that is highlighted blue, click Enter to select it.
OR
Click on the Sub Job in the drop down list to select it (whether search criteria was entered or not).
The Sub Job displays and the Cost Code is automatically selected and the Cost Code drop down displays.
The Cost Codes show only the Cost Codes applicable to the Parent/Sub Job selected. The Parent has its own set of Cost Codes assigned and each Sub Job also has its own set of Cost Codes assigned (to make it easy for management and selection).
To Change the Sub Job for Existing Line Items (if the Schedule of Values is not yet saved)
The Parent/Sub Job can be changed as long as the Line Item has not yet been saved.
To change the Parent/Sub Job (and the Line Item has not been saved), follow the steps above.
Note* The Cost Code drop down gets reset to blank if the Sub Job is changed and the Cost Code drop down shows the Cost Codes applicable to the new Parent/Sub Job selected.
Display of Sub Job (if the Schedule of Values has been saved)
During the initial add of the line item and before the form has been saved, Sub Jobs are a drop down and they can be clicked in to select either the Parent Job or Sub Job (as described above).
After the form is saved, Sub Jobs can not be changed as it is associated with a Budget Line item. The field is no longer a drop down but is display text only. The Line Item would have to be deleted and added to correct any issues (and that can only be done on items with certain Statuses).
The display of the Schedule of Values after the form is saved, differs whether the Parent Job was selected or the Sub Job was selected.
If a Sub Job was selected, the Sub Job Code and Name display.
If a the Parent Job was selected, the Sub Job column is blank.
Next Steps
Set the Cost Code for the Line Item, see Change Request - Schedule of Values - Line Item - Cost Code with Sub Jobs.
