Contract Change Order - Schedule of Values - Maintain when Line Items added from Change Requests

Updated 4 days ago by Customer Service

Maintain the Schedule of Values - Line Items added from Change Requests

This help pertains to maintaining the Schedule of Values that has had Line Items created from a Change Request.

This can be a new Change Order that was created and the Line Items created on it, see Change Request - Schedule of Values - Bulk Actions - Contracts - New Change Order.

OR

This can be an existing Change Order with Line Items added to it, see Change Request - Schedule of Values - Bulk Actions - Contracts - Add to Existing Change Order.

The Line Items that were added from the Change Request will have a blue asterisk in the first column next to the Line Item Number.

The Sub Job (if used), the Cost Code and Cost Type are copied from the Change Request Schedule of Values Line Item and can not be changed.
The Description is copied but can be changed.
The Revenue from the Change Request Schedule of Values Line Item is copied into the Amount but can be changed.
The Tax Code is copied but can be changed (the Tax is calculated automatically based on the Tax Code).

These may be the only Line Items, if a new Change Order was created OR there may also be existing Line Items if these were added to an Existing Contract Change Order (the existing Line Items will not have the blue asterisk next to them).

This Schedule of Values and the Line Items added is not yet saved. This is a working session and the Save or Save and Email function must be invoked to save the Line Items added.

The information can be saved at this point or the Schedule of Values can be maintained.

Maintain the Schedule of Values

Edit a Line Item created from the Change Request (i.e. those with a blue asterisk), see Contract Change Order - Schedule of Values - Edit Line Items (after Save).
Add a Line Item, see Contract Change Order - Schedule of Values - New Line Item.
Bulk Import Line Items, see Contract Change Order - Schedule of Values - Import.
Edit other Line Items not copied from the Change Request:
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 (at the bottom of the form) to save the Contract Change Order.
Click here for more information on the Save function.
This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markups Components.
This list the function was invoked from displays. See Next Steps below.
OR
Click the Save & Email button (at the bottom of the form) to save the Contract Change Order and email it.
Click here for more information on the Save and Email function.
This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
OR
Click the Close button (at the bottom of the form) to close the form without saving the Contract Change Order.
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 Contract Change Order View/Edit form (see the steps above)
OR
Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Contract Change Order 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

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

Next Steps

See the help below for the view applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views) and for the list the function was initiated from:

Grouped List View

Change Requests List - Change Request - View/Edit (Grouped List View) OR

Contracts - List of all Change Requests - Change Request - View/Edit (Grouped List View)

Simple List View

Change Requests List - Change Request - View/Edit (Simple List View) OR

Contracts - List of all Change Requests - Change Request - View/Edit (Simple List View)