To create a Schedule of Values or add line items to a requisition:
In the Project View, expand a project, expand the Contract Information folder and click Payment Requisitions to open the Payment Requisitions Log Window.
Open in Edit mode the requisition that you want to edit.
Click the Schedule of Values tab to view the unit price or lump sum values transferred from the contract or purchase order. Unit price items become line items in the Schedule of Values.
If there are no unit price line items, but there are cost codes associated with the contract or purchase order, the lump sum cost distributions become line item cost distributions identified by the corresponding cost codes for the Schedule of Values.
Lump sum items that have not been distributed become individual line items named Lump Sum in the Schedule of Values.
If you are generating the new requisition without a contract or purchase order, you must record a list of work elements and prices to include in the contract. On the Schedule of Values tab, click Add Lump Sum or Add Unit Price, or choose another option from the More Commands drop-down list.
If you chose More Commands:
Choose Add Subtotal to add a subtotal.
Choose Add Header to add a header.
Choose Add Blank Line to add a blank line item.
When you finish creating line items and entering the scheduled values, the grand total for Scheduled Value (column C) should equal the Contract Sum To date on the Requisition Summary tab.
Contract Management warns you if these numbers do not match when you attempt to certify requisitions and displays the amount needed to balance the two numbers. Adjust the Schedule of Values for existing line items, or create new line items and schedule values to balance the totals.
