Contract Change Order - Schedule of Values - Maintain

Updated 1 month ago by Customer Service

Maintain the Schedule of Values - Add, Edit or Delete Line Items

This help pertains to maintaining the Schedule of Values that already has Line Items entered and it has been saved.

Maintaining a Schedule of Values means adding, editing or deleting Line Items.

In order to maintain the Schedule of Values, the Contract Change Order must be in a status that enables editing, see Contract Change Order - Status.

Editing of existing Line Items will function differently depending on whether:

The Line Item was entered and saved during a previous add or edit session OR
The Line item was entered during this session (and has not yet been saved).

Once the Contract Change Order and its Schedule of Values is saved, the Parent/Sub Job (if being used), the Cost Code and the Cost Type for a Line Item can not be edited. The reason, is that the Parent/Sub Job, the Cost Code and the Cost Type are linked to the Budget.

However, the other Line Item information can be still edited after the Contract Change Order is saved such as the Description, Amount or Tax (but only as long as the Contract Change Order is in a Status that enables editing).

To create the Schedule of Values during the add of a new Contract Change Order, see Contract Change Order - Schedule of Values - Create During Add.
To create the Schedule of Values during the edit of an existing Contract Change Order (but the Schedule of Values hasn't yet been created), see Contract Change Order - Schedule of Values - Create During Edit.

To add/edit or delete Line Items

Access the Schedule of Values

Initiate the edit of a new Contract (if not already done), see Contract Change Order - View/Edit.

The Contract Change Order View/Edit form displays (see Contract Change Order – View/Edit - Form Layout and Navigation for more information if required).

Click on the Schedule of Values on the Form Navigation Menu Options on the Contract Change Order View/Edit form.

The Schedule of Values component for the Contract Change Order displays. See Schedule of Values – Layout and Navigation for more information. There will be Line Items entered. If no Line Items are entered, see Contract Change Order - Schedule of Values - Create During Add.

Maintain the Schedule of Values

During this session, the Schedule of Values can have Line Items added, edited or deleted. However, the changes to the Schedule of Values is not yet saved until the Save function is invoked (see below).

Add a Line Item, see Contract Change Order - Schedule of Values - Add Line Item.
Bulk Import Line Items, see Contract Change Order - Schedule of Values - Import.
Edit a Line Item:
1. Before the Line Item has been saved, see Contract Change Order - Schedule of Values - Edit Line Item (before Save).
2. After the Line Item has been saved, see Contract Change Order - Schedule of Values - Edit Line Items (after Save).
Delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.

Save the Schedule of Values (and end this session)

Click the Save button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms.
OR
Click the Save & Email button to save the Contract i.e. all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the Contract in JobPlanner. The Contract is also added as an attachment in PDF format, with the Default Company signature and date.
OR
Click the Close button to close the form without saving the information.

Next Steps

Setup Financial Markups if required, see Contract Change Order - Financial Markups.

View more details about how the Contract Change Order Total column displays on the Budget, see Contract Change Order – Budget.

Create or manage Invoices for Contract Change Order, see Contract Invoices - Overview.

Create or manage Payments for Contract Change Order Invoices, see Contract Payments - Overview.

Delete a Contract Change Order, see Contract Change Order - Delete.