Change Request - Schedule of Values - Line Item - Contract CO

Updated 2 weeks ago by Customer Service

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)

Contract CO

The Contract CO (Change Order) column on the Change Request Schedule of Values displays the Contract Change Order that the Line Item has been created on.

This is used to manage the assigning of each Line Item on the Change Request Schedule of Values to a Contract Change Order with the Owner/Architect so the actual change can be approved, managed and invoiced to the Owner/Architect.

The Contract Change Order (CO) can not be edited directly on the Change Request Schedule of Values. It is assigned automatically when the Line Item is created on a Contract Change Order.

Line Items from a Change Request can only be added once to a Change Order.

The Contract Change Order the Line Item is added to is populated in the Contract CO column and can not be changed.

To assign

Determine the view applicable (see Change Requests - Multiple Lists and Views) then for more information on creating Line Items on Contract Change Orders see one of the following:

• Assign Change Request Line Items to Contracts and Commitments - Overview (Grouped List View)

OR

• Assign Change Request Line Items to Contracts and Commitments - Overview (Simple List View)

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.

Change Request Line Items can only be assigned to Contract Change Orders, if the Change Request is Approved.

Change Request - Schedule of Values - Line Item not created on a Contract Change Order

If the Line Item has not been created on a Contract Change Order, the Contract CO column is blank. Note, the following is for an Approved Change Request, however the Contract CO column displays the same for other statuses as well.

Change Request - Schedule of Values - Line Item created on a Contract Change Order

If the Line Item has been created on a Contract Change Order, it will display in blue text in the Contract CO column and with a green check mark at the beginning to indicate it was assigned.

The blue text can be clicked on to display the View/Edit form for that Contract Change Order (see Contract Change Order - View/Edit).

Save the Change Request (and end this session)

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.

OR

Click the Save & Email button (at the bottom of the form) to save the Change Request and email it.

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:

• Company and Commitment - see Change Request - Schedule of Values - Line Item - Company and Commitment.
• Description - see Change Request - Schedule of Values - Line Item - Description.
• Cost - see Change Request - Schedule of Values - Line Item - Cost (Quantity/Unit/Price).
• Revenue - see Change Request - Schedule of Values - Line Item - Revenue.
• 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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