Contract - Schedule of Values - Edit Line Items (after Save)
Updated
Suggested Prior Reading
Contract - Schedule of Values - Create During Add
OR
Contract - Schedule of Values - Create During Edit
OR
Contract - Schedule of Values - Maintain
Edit a Line Item (after being Saved)
Line Items can only be edited if the Contract is in a Status that enables adding. See Contracts – Status.
- If not already selected, access the Schedule of Values component for the Contract Change Order. See the Suggested Prior Reading above.
- Click in a field in the row of the Line Item to change.
- Change the information as required:
- Change the description, see Schedule of Values - Line Item - Description.
- Change the Amount, see Schedule of Values - Line Item - Amount.
- Change the tax code and rate to apply, see Schedule of Values - Line Item - Tax.
- Repeat the above steps to edit any other Line Items already saved.
- Make any other changes to the Schedule of Values as required, see Next Steps below.
OR
Click the Save 
button to save all the information on the Contract - General, Schedule of Values and Financial Markup components.
OR
Click the Save & Email 
button to save all the information on the Contract - General, Schedule of Values and Financial Markup components and send an email with a link to the item in JobPlanner. The Item is also added as an attachment in PDF format.
OR
Click the Close 
button to close the form without saving the information on any of the Contract components.
Next Steps
Add line items, see Contract - Schedule of Values - Add Line Item.
To change a Line Item, that was entered during this session and has not yet been saved, see Contract - Schedule of Values - Edit Line Item (before Save).
To bulk Import Line Items, see Contract - Schedule of Values - Import.
To delete a Line Item, see Contract - Schedule of Values - Delete Line Item.
