Contract Change Order - Schedule of Values – Maintain - Layout and Navigation
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Contract Change Order - Schedule of Values
Contract Change Order - Schedule of Values - Maintain
Schedule of Values - Maintain - Layout and Navigation
The Schedule of Values is a component of a Contract Change Order.
Maintaining a Schedule of Values is assuming that at least one Line Item has been previously entered for the Schedule of Values and the Change Request was saved. (If no Lines are entered on the Schedule of Values, see Change Request - Schedule of Values – Create - Layout and Navigation).
The Schedule of Values can be maintained during the edit of an existing Contract Change Order. It 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.
- The Schedule of Values component is displayed in the middle section of the form Contract Change Order View/Edit form.
- Directly above the Component is the Form Navigation Menu Options which is 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 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 Contract Change Order View/Edit form and don't change regardless of what component is displayed. For more information on the 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 with the Schedule of Values Component and Line Items entered and saved.
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 Line Items may display differently and have different functionality if they were added from a Change Request. Line Items from a Change Request will have a blue asterisk to the left of the line item number.
The status of the Contract Change Order, whether or not the Line Items have been saved and whether or not the Line Item has been added from a Change Request, will determine the type of functionality available (more details below).
However, 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 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
If this Change Request is in a Status that can be edited, (see Change Request - Status), there are Schedule of Values Function Buttons to:
- Add individual Line Items - Either by:
- Creating a new Line Item manually
- Adding Line Item(s) from 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
Once Line Items are entered, the Accounting Method is displayed but it is grayed out and can not be changed.
If a Line Item was previously saved OR the Line Item was copied from the Change Request, the Cost Code and Cost Type (and Sub Job if applicable) can not be changed. They are a display only and not a drop down; see Line Items 1, 2 and 3 in the example below:
The Cost Code and Cost Type for a Line Item (and Sub Jobs if turned on) can be edited, but only until the form is saved and only if the Line Item is not created from a Change Request. In the example below, the form has not been saved so the Cost Code and Cost Type (and the Sub Job if applicable) are still drop down fields that can be clicked and changed, see Line Items 4 and 5 in the example below:
For more information on Sub Jobs, see Sub Jobs - Overview (Note* Sub Jobs are not shown in these examples).
This change request is Rejected (Void), the schedule of values can no longer be edited
Schedule of Values can only be maintained for items in certain statuses. If the Contract Change Order is Void or Rejected, it can't be changed.
A message displays at the top of the Schedule of Values component indicating this.
No function buttons display nor does the Accounting Method and none of the Line Items can changed or deleted or new line items added.
Totals Section
Each Schedule of Values has a Totals section:
- Subtotal
- Taxes (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 applicable).
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.
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 before the Line Item has been saved, see Contract Change Order - Schedule of Values - Edit Line Item (before Save).
Edit a Schedule of Values Line Item after the Line Item has been saved, see Contract Change Order - Schedule of Values - Edit Line Item (after Save).
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.
