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Link a Schedule of Values Item to a Change Event (Next Gen) Line Item

Objective

To link a change order or commitment schedule of values line item to a change events line item. 

Background

There are two ways to link an existing change order or commitment to a change event line item. The first is by creating the change order line item or commitment line item from the change event line item through the Bulk Actions menu. To add a change event line item to an unapproved commitment change order, see Add a Change Event Line Item to an Unapproved Commitment CO (Next Gen). To add a change event line item to an unapproved prime potential change order, see Add a Change Event Line Item to an Unapproved Prime PCO (Next Gen). To add a change event line item to an unapproved commitment, see Add a Change Event Line Item to an Unapproved Commitment (Next Gen).

The second way is by linking the change event line item directly from the change order or commitment's schedule of value which can be done by following the steps below.

Things to Consider

  • Required User Permissions: 'Admin' on the project's Commitments tool or 'Admin' on the project's Change Orders tool.

Steps

Link a Commitment's Schedule of Values Line Item 

  1. Navigate to the project's Commitments tool.
  2. Click Edit next to the Commitment with the line item you want to link to a change event. 
  3. Click the Schedule of Values subtab.
  4. Click Edit.
    Note: The Schedule of Values can not be edited if the commitment has any approved Commitment Change Orders or any created requisitions. 
  5. Under Add Line Item, in the Change Event Line Item drop-down, scroll to the appropriate change event and select the appropriate change event line item. 
  6. Enter the following information:
    • Cost Code: The cost code from the change event will populate. 
    • Description: Enter a description for the line item. 
    • Type: The type from the change event will populate. 
    • Amount: Enter the amount for the line item. 
  7. Click Save. The corresponding change event's schedule of values will update to include the line item. 

Link a Change Order's Schedule of Values Line Item

  1. For Prime change orders, navigate to the Prime Contract tool 
    For Commitment change orders, navigate to the Commitment tool. 
  2. Click the Change Orders subtab. 
  3. Click Edit next to the Change Order with the line item you want to link to a change event.
  4. Click the Schedule of Values tab.
  5. Click Edit.
    Note: The Schedule of Values can not be edited if the change order has a status of Approved.
  6. Under Add Line Item, in the Change Event Line Item dropdown, scroll the appropriated change event and select the appropriate change event line item.
  7. Enter the following information: 
    • Cost Code: The cost code from the change event will populate.
    • Description: Enter a description for the line item. 
    • Type: The type from the change event will populate. 
    • Amount: Enter the amount for the line item. 
  8. Click Save. The corresponding change event's schedule of values will update to include the line item. 

 

 

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