Change Request - Schedule of Values - Line Item - Contract CO
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)
Contract CO
The Contract CO (Change Order) column on the Change Request Schedule of Values displays the Contract Change Order that the Line Item is associated with.
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. For more information, see
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)
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.
Change Request Line Items can only be assigned to Contract Change Orders, if the Change Request is Approved.
This field can't be edited directly from the Schedule of Values component. It is a display only field showing the Contract Change Order that its is assigned to (or its blank if not assigned to a Contract Change Order).
To assign a Schedule of Values Line Item on an Approved Change Request to a Contract Change Order, see Assign Change Request Line Items to Contracts (Grouped List View) OR Assign Change Request Line Items to Contracts (Simple List View).
If the Contract Change Order has been assigned, 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).
Enter other Line Item Information or Save the Change Request
Enter or view other Line Item Information, see More Information below.
OR
Click the Save 
button (at the bottom of the form) to save the Change Request including the Status set and any other information changed on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
OR
Click the Save & Email 
button (at the bottom of the form) to save all the information for the Change Request as outlined above and send 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 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. If no information was changed or entered, the list the add was invoked from displays, see Next Steps below. If information was changed, then an additional prompt displays to confirm that changes aren't to be saved.
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 was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Change Request including the Status set and any other changed information on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
More Information
Enter 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.
- 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.
- 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.
Review and manage RFQs, see RFQs - Overview.
Next Steps
See Change Requests List - Overview (Grouped List View)
OR
Contracts - List of all Change Requests - Overview (Grouped List View)
