Change Request - Schedule of Values - Line Item - Revenue

Updated 1 week ago by Customer Service

---- TO BE FINISHED WHEN QUESTIONS ANSWERED

---- Bug sent to Bart Feb 25

From the Change Requests list, I go to a Change Request Schedule of Values (its approved)Select a Line ItemDo the Bulk ActionsAdd to an existing Contract Change OrderThat Contract Change Order displays.I go to the Schedule of Values, it is blank.It is not showing that Line Item.

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)

Revenue

This is the expected Revenue, excluding Financial Markups and Taxes.

If the Line item is created on a Contract Change Order Schedule of Values, the Revenue is entered into the Amount column on the newly created line (but can be changed). See Assign Change Request Line Items to Contracts and Commitments - Cost and Revenue for more information.

The Revenue is used in the Over/Under calculation. See Change Request - Schedule of Values - Line Item - Over/Under.

The Revenue is always displayed but can be changed to be $0.

The Revenue can be entered during the initial add as well as added or changed after the form has been saved (but only until the Change Request Status is changed to Approved, Rejected or Void).

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. As well, to see all the columns, it may be required to scroll right and left.

Entering Revenue for Amount Based

1. If the Revenue column is not selected, click on it to select it.
2. Change the Revenue if required.

The Over/Under will automatically update with the difference between Cost and Revenue.

The Subtotal of that Line Item is automatically set to the Revenue Amount plus any financial markups that are displayed for that Line Item.

Enter additional details and/or Save the Information (and end this session)

1. Enter other Line Item Information, see More Information below.
   OR
   Click the Save button (at the bottom of the form) to save the Change Request.
   Click here for more information on the Save function.

   This saves the Change Request including any information on the General, Schedule of Values and Financial Markups Components.
   This list the function was invoked from displays. See Next Steps below.
   OR
   Click the Save & Email button (at the bottom of the form) to save the Change Request and email it.
   Click here for more information on the Save and Email function.

   This saves the Change Request as including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Change Request in JobPlanner (and optionally include the Change Request as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Change Request form displays, see Email Change Request.
   OR
   Click the Close button (at the bottom of the form) to close the form without saving the Change Request.
   Click here for more information on the Close function.

   If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.
   
   If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
   
   
   
   Click the Cancel button to cancel the Close action and return to the Change Request View/Edit form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Change Request. The list the add or edit function was invoked from displays, see Next Steps below.
   OR
   Click the Save button to save the Change Request including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.

More Information

Enter or review other Schedule of Values, Line Item information:

• Over/Under - see Change Request - Schedule of Values - Line Item - Over/Under.
• Financial Markups - see Change Request - Schedule of Values - Line Item - Financial Markups.
• Tax Codes and Tax, see Change Request - Schedule of Values - Line Item - Tax Code and Tax.
• Subtotal - see Change Request - Schedule of Values - Line Item - Subtotal.

View, add or edit General Change Request information, see Change Request - Add - General OR Change Request - Edit - General.

Review all Financial Markups, see Change Request - Financial Markups - Overview.

If this is an existing Change Request (that was previously added and saved and is not Void or Rejected), review and manage RFQs, see RFQs - Overview.

Next Steps

Grouped List View

Simple List View

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