Copy a schedule of values item

When you want to add more than one schedule of values items for a single line item, you can add one schedule item and then copy it. This can save you time when you have a line item that applies to a large scope of work and you want to track it in smaller segments. You can create a schedule of values item for the line item and then copy the schedule item and change details instead of entering information multiple times.

When you copy a schedule item, only values in the Schedule of values section of the Schedule of values register is copied. You must add data to the Quantity claimed and values sections as needed.

Step by Step — Copy a schedule of values item

Summary: Copy a schedule of values item when you need multiple schedule of values items that are similar in description or value, so you can add them quickly.

Considerations: The copied schedule item has the same data in the Schedule of values sections as the original. After copying, the schedule values for the original item and the copied item show with a yellow with a yellow caution icon because their values added together exceed the line item value.

  1. From the Schedule of values register, select the schedule item you want to copy.

  2. Click the Copy schedule item icon.

    The copied item is given a schedule line item ID and shows on a new line.

  3. Edit the new and original schedule items as needed.