Change Request - Schedule of Values - Line Item - Financial Markups
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)
Financial Markup
Financial Markups may be used to automatically apply a markup to each line item such as overhead or administration and/or they are sometimes used to automatically apply sales taxes (see Financial Markup - Overview for more information).
Financial Markups for the Change Request Schedule of Values are automatically inherited from the Contract the Change Request is related to (if there are any).
The Financial Markups are calculated on the Revenue amount entered.
Financial Markups for the Change Request Schedule of Values can not be created or changed on the Change Request. (However, If these Line Items are created on new or existing Commitments/Commitment Change Orders or Contract Change Orders, the Financial Markups can be added or changed there).
If these Line Items are created on a new or existing Contract Change Order, there is an option to copy the Financial Markups from the Change Request to the Contract Change Order. (Note* These Financial Markups can not be copied to Commitments or Commitment Change Orders as the Change Request is for Owners/Architects (not Vendors or Subcontractors).
The settings for the Financial Markup determine how they display:
- A column on each line item
- OR just as a total at the bottom of the Schedule of Values
- OR as a separate line item
Regardless of how they display, they are automatically applied/calculated on the Schedule of Values and are non-editable.
Note* How columns display for the Line Items on the Schedule of Values display depends on various factors, see Change Request - Schedule of Values – Layout and Navigation. As well, to see all the columns, it may be required to scroll right and left.
On the example below, the Financial Markup is set to display as a column on each Line Item. For more information and the other ways Financial Markups can display, see Financial Markup - Calculation and Display.
Enter other Line Item Information or Save the Change Request (and end this session)
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.
Click here for more information on the Save function.
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 Change Request and email it.
Click here for more information on the Save and Email function.
OR
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 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:
- 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).
