View/Add/Edit Schedule of Values
Updated
View/Add/Edit Schedule of Values
Suggested Prior Reading
Schedule of Values
Schedule of Values – Layout and Navigation
Add a Line Item to the Schedule of Values
Edit the Line Item on the Schedule of Values
Delete a Line Item on the Schedule of Values
Overview
After the Default Accounting Method is set for the Schedule of Values (see Things to do before you add the first Line Item to the Schedule of Values), the columns of information on the View/Add/Edit form will display according to the Default Accounting Method.
Some of the information on the Line Items are entered via drop down boxes, some are directly typed into and some fields are then automatically calculated.
Add or Change the Line Item
For either Accounting Method applied, the following information is entered:
Name | Description |
Cost Code | The Cost Code for the line item. Cost Codes define the categories of the services, equipment, labour, materials etc. Cost Codes are maintained by the System Administrator. See Schedule of Values for more information. This is a required field.
To set or change the Cost Code; 1) Click in the Cost Code drop down The information will be separated by budgeted and unbudgeted. 2) Select the Cost Code. |
Type | Enter in the Cost Type. The type further describes and categorizes what the item is. Cost Types are maintained by the System Administrator. This is a required field.
To set or change the Cost Type; 1) Click in the Cost Type drop down 2) Select the Cost Type. |
Description | Enter a description of the item. This is an optional field. The Description appears on the Export PDF for each line item. |
If the Accounting Method is set to Unit-Qty Based, the following additional columns appear:
Unit | The Unit of Measure for the line item. The Units of Measures are maintained by the System Administrator. This is a required field.
To set or change the Unit of Measure; 1) Click in the Unit drop down 2) Select the Unit. |
Quantity | The quantity of the Unit of Measure. This is a required field. Type in the value. |
Unit Price | The price per Unit of Measure. This is a required field. Type in the value. |
Then the following columns appear for either of the Accounting Method applied.
Amount | The total amount of the line item. If the Accounting Method is set to Unit-Qty Based, the Amount will be automatically calculated by multiplying the Unit by the Quantity by the Unit Price. If the Accounting Method is set to Unit-Qty Based, the Amount will be entered. The Amount appears on the Export PDF for each line item |
Billed to Date | This is an automatically calculated field. This shows what has been billed to date. |
Remaining | This s an automatically calculated field. This is the Amount minus the Billed To Date. |
Next Steps
Click Close to close the form. If it was not saved, a prompt will appear asking to save the information or not. Choose Cancel to return to the form.
Choose Save to save the information.
Choose Don’t Save.
