Schedule of Values – Layout and Navigation

Updated 2 years ago by Customer Service

Schedule of Values – Layout and Navigation

Overview

The Schedule of Values List can be accessed by clicking on the ‘Schedule of Values” from the View/Add/Edit Form navigation menu for the item the Schedule of Values is created for.

For Purchase Orders or Subcontracts, see Add of a Commitment or Viewing or Editing a Commitment

For accessing the Purchase Order or Subcontract Schedule of values.

The Schedule of Values has the same header as the List is it associated with:

· Purchase Order

· Subcontract (see Subcontract – Layout and Navigation, the header section)

· Subcontract Change Order

· Direct Cost

· Contract

· Contract Change Order

Schedule of Value Specific Layout

The row below the text menu options is where the Schedule of Values buttons and the Accounting Method is set. These buttons and options may or may not show depending on the status of the item. See:

Subcontract – Status

Purchase Order – Status

Subcontract Change Order – Status

Direct Cost – Status

Contract – Status

Contract Change Order – Status

The buttons that appear (depending on the status) are:

Add Line Item – This will add a single line item to the Schedule of Values

Import – This will bulk import a list of line items from an Excel spreadsheet

There is also a drop down to set the Accounting Method i.e. to set whether a single dollar amount is entered for all the line items on the Schedule of Values (Amount Based) or the Unit, Quantity and Unit Price is entered and the total amount is automatically calculated from that (Unit-Qty Based).

Steps

Things to do before you add the First Line Item

Add a Line Item to the Schedule of Values

Bulk Import the Schedule of Values Line Items

Edit a Line Item on the Schedule of Values

Delete a Line Item on the Schedule of Values

Schedule of Values – Layout and Navigation