Change Request - Schedule of Values - Line Item - Company
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)
Entering a Company
The Company column is where the Subcontractor or Vendor for a Commitment (Purchase Order or Subcontract) or Commitment Change Order ((Purchase Order Change Order or Subcontract Change Order) can be selected and/or viewed.
The Company displays the Company, if one is selected, but is also a drop down to select or change the Company.
The Company can only be added or changed until the Change Request Status is set to Approved, Rejected or Void. After the Change Request is set to Approved, Rejected or Void, the Schedule of Values can no longer be edited. See Change Request - Status for more information.
For more information about the Company and Commitment columns, see Change Request - Schedule of Values - Line Item - Company and Commitment.
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.
This help covers:
- Entering a Company when adding new Line Items
- Changing the Company for existing Line Items
- Enter other Line Item Information or Save the Change Request
- Display of Company for Approved, Rejected or Void Change Requests
To Enter a Company when adding new Line Items
After the Cost Type is selected the Company column may be automatically selected. See Change Request - Schedule of Values - Line Item - Cost Type.
- If the Company column is not selected, click on it to select it.
After the Company is selected (either automatically or by clicking on it):
- The Company drop down displays.
- All Companies for which a Commitment or Commitment Change Order has been created are displayed (regardless of the Status of the Commitment or Commitment Change Order)
- Click on a Company in the list to select it.
The Company displays in the field and the Commitment column is automatically selected.
To Change the Company on Existing Line Items (if the Schedule of Values is not yet saved)
The Company can be changed as long as the Change Request Status is not Approved, Void or Rejected.
When it can be changed, it will appear as a drop down with any current selected Company listed in the box.
To change the Company or enter it if left blank, follow the steps above.
Note* If a Commitment was already entered and the Company is changed, the existing Commitment will be removed.
Save the Change Request
Enter or view other Line Item Information, see More Information below.
OR
Click the Save 
button (at the bottom of the form) to save the Change Request including the Status set and any other information changed on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
OR
Click the Save & Email 
button (at the bottom of the form) to save all the information for the Change Request as outlined above and send 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 Change Request form displays (see Email Change Request).
OR
Click the Close 
button (at the bottom of the form) to close the form without saving the Change Request. If no information was changed or entered, the list the add was invoked from displays, see Next Steps below. If information was changed, then an additional prompt displays to confirm that changes aren't to be saved.
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 was invoked from displays, see Next Steps below.
OR
Click the Save button to save the Change Request including the Status set and any other changed information on the General, Schedule of Values and Financial Markup components. The list the add was invoked from displays, see Next Steps below.
Display of Company for Approved, Rejected or Void Change Requests
The Company is drop down that can be changed until the Change Request Status is changed to Approved, Rejected or Void.
Once it is Approved, Rejected or set to Void, the Schedule of Values can no longer be changed. The Company will no longer be a drop down but is display text.
The display text is in blue text and it can be clicked on to go to the View/Edit Project Contract form (see Project Contacts (Other) - Edit).
More Information
Enter other Schedule of Values, Line Item information:
- Commitment - see see Change Request - Schedule of Values - Line Item - Commitment.
- Description - see Change Request - Schedule of Values - Line Item - Description.
- Cost - see Change Request - Schedule of Values - Line Item - Cost.
- 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.
- 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.
Review and manage RFQs, see RFQs - Overview.
Next Steps
See Change Requests List - Overview (Grouped List View)
OR
Contracts - List of all Change Requests - Overview (Grouped List View)
