Schedule of Values - Edit Line Items (after Save)

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Schedule of Values

Schedule of Values – Layout and Navigation 

Schedule of Values - Line Items

Edit a Line Item (after being Saved)

Line Items can only be edited if the item is in a Status that enables adding. See Schedule of Values - Where Used for links to the different items and their statuses to see which enable editing.

1. If not already selected, access the Schedule of Values component by clicking on the Schedule of Values from the Form Navigation Menu Options. See Schedule of Values – Layout and Navigation.
2. Click in a field in the row of the Line Item to change.
3. Change the information as required:
   1. Change the description, see Schedule of Values - Line Item - Description.
   2. Change the Amount, see Schedule of Values - Line Item - Amount.
   3. Change the tax code and rate to apply, see Schedule of Values - Line Item - Tax.
4. Repeat for as many line items as required.

Continue to maintain the Schedule of Values

The Schedule of Values can continue to be maintained in this session or it can be saved and the session ended (see below).

All the information on the line items can be changed if the line item was entered during this session. After the Schedule of Values is saved and this session ended, the Parent/Sub (if used), the Cost Code and Cost Type for Line Items can not be changed (but the other information can be).

1. To change a Line Item that was entered during this session and has not yet been saved, see Schedule of Values - Edit Line Item (before Save).
2. To bulk Import Line Items, see Schedule of Values - Import.
3. To delete a Line Item, see Schedule of Values - Delete Line Item.

Save the Schedule of Values (and end this session)

1. Click the Save button to save all the information on the General, Schedule of Values and Financial Markup forms.
   OR
   Click the Save & Email button to save all the information on the General, Schedule of Values and Financial Markup forms and send an email with a link to the item in JobPlanner. The Item is also added as an attachment in PDF format, with the Default Company signature and date.
   OR
   Click the Close button to close the form without saving the information.

Next Steps

Schedule of Values - Where Used for next steps for different items.

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Related Articles

• Schedule of Values - Edit Line Item
• Schedule of Values - Line Items
• Schedule of Values - Add Line Item