Change Request - Schedule of Values - Line Item - Description
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)
Description
The Description is always displayed on the Change Request Schedule of Values Line Items but is optional.
The Description can be entered during the initial add as well as added or changed after the form has been saved (but only until the Change Request Status is changed to Approved, Rejected or Void).
If these Line Items are created on new or existing Commitments/Commitment Change Orders or Contract Change Orders, the Description will be copied to those Line Items and can be changed there.
If RFQs are created, the Description will automatically populated into the RFQ Scope. See RFQs - Overview for more information.
Note* How columns display for the Line Items on the Schedule of Values depends on various factors, see Change Request - Schedule of Values – Layout and Navigation.
To Enter a Description
- If the Description column is not selected, click on it to select it.
- Enter the Description.
- Enter other Line Item Information, see More Information below.
OR
Click the Save
button (at the bottom of the form) to save the Change Request.ORClick here for more information on the Save function.
This saves the Change Request 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.
Click the Save & Email
button (at the bottom of the form) to save the Change Request and email it.ORClick here for more information on the Save and Email function.
This saves the Change Request including any information on the General, Schedule of Values and Financial Markup components and sends 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 can be sent to any Project Contacts. The Email Change Request form displays, see Email Change Request.
Click the Close
button (at the bottom of the form) to close the form without saving the Change Request.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 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 or edit function was invoked from displays, see Next Steps below.
OR
Click the Save
button to save the Change Request 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
Enter or review other Schedule of Values, Line Item information:
- Cost - see Change Request - Schedule of Values - Line Item - Cost (Quantity/Unit/Price).
- 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.
- Tax Codes and Tax, see Change Request - Schedule of Values - Line Item - Tax Code and Tax.
- 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.
If this is an existing Change Request (that was previously added and saved and is not Void or Rejected), review and manage RFQs, see RFQs - Overview.
Next Steps
Grouped List View
Click here for next steps for the Change Requests List (Grouped List View)
To create a new Change Request, see Change Requests List - New Change Request (Grouped List View).
To view/edit an existing Change Request, see Change Requests List - Change Request - View/Edit (Grouped List View).
To select Change Request Line Items and create them automatically on Contract Change Orders, Commitments or Commitment Change Orders or Send RFQs, see Change Requests List - Bulk Actions.
To delete a Change Request, see Change Requests List - Change Request - Delete (Grouped List View).
To email a Change Request, see Change Requests List - Change Request - Email (Grouped List View).
To export a single Change Request, see Change Requests List - Change Request - Export (Grouped List View).
To view and manage RFQs, see RFQs - Overview.
To change Settings for the list display, see Change Requests List - Settings (Grouped List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Grouped List View).
Click here for next steps for Contracts - List of all Change Requests (Grouped List View)
To create a new Change Request, see Contracts - List of All Change Requests - New Change Request (Grouped List View).
To view/edit an existing Change Request, see Contracts - List of All Change Requests - Change Request - View/Edit (Grouped List View).
To select Change Request Line Items and create them automatically on Contract Change Orders, Commitments or Commitment Change Orders or Send RFQs, see Contracts - List of all Change Requests - Bulk Actions.
To delete a Change Request, see Contracts - List of All Change Requests - Change Request - Delete (Grouped List View).
To email a Change Request, see Contracts - List of All Change Requests - Email (Grouped List View).
To export a single Change Request, see Contracts - List of All Change Requests - Export (Grouped List View).
To change Settings for the list display, see Contract - List of all Change Requests - Settings (Grouped List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Grouped List View).
Simple List View
Click here for next steps for the Change Requests List
To add a new Change Request, see Change Requests List - New Change Request (Simple List View).
To view/edit an existing Change Request, see Change Requests List - Change Request - View/Edit (Simple List View).
To delete a Change Request, see Change Requests List - Change Request - Delete (Simple List View).
To email a Change Request, see Change Request List - Change Request - Email (Simple List View).
To export a single Change Request, see Change Requests List - Change Request - Export (Simple List View).
To view and manage RFQs, see RFQs - Overview.
To change Settings for the list display, see Change Requests List - Settings (Simple List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Simple List View).
Click here for next steps for Contracts - List of all Change Requests
To add a new Change Request, see Contracts - List of All Change Requests - New Change Request (Simple List View).
To view/edit an existing Change Request, see Contracts - List of All Change Requests - Change Request - View/Edit (Simple List View).
To delete a Change Request, see Contracts - List of All Change Requests - Change Request - Delete (Simple List View).
To email a Change Request, see Contracts - List of All Change Requests - Email (Simple List View).
To export a single Change Request, see Contracts - List of All Change Requests - Export (Simple List View).
To change Settings for the list display, see Contract - List of all Change Requests - Settings (Simple List View).
To export the full list of Change Requests, see Change Requests Lists - Export (Simple List View).
