Schedule of values

The Payment claims function has its own schedule of values page. You can add a schedule item to the payment claim, so the payment claim is associated to work on the project. After the payment claim is certified, you can convert the schedule item to a payment form instead of having to create the payment form from a line item.

Schedule of values register

The schedule of values register for payment claims includes the following sections:

Section Description
Schedule items Shows schedule item details from the contract's schedule of values.
Previous certification Shows the quantity and value of the schedule item that have already been certified.
Vendor submission Lets you enter quantities and values that were submitted by the vendor outside of InEight. You can also import Vendor submission values.
Certification Lets you update the quantity and value that are to be certified. To save time and reduce entry errors, you can click the Copy Vendor Submission button to copy the information from the Vendor Submission section into the Certification section. If the Schedule item ID is New, you cannot certify if the quantity is greater than 0.
Current total The current quantity and value of the schedule item.
Remaining The quantity and value left to claim in the schedule item.

Step by Step — Add an existing schedule item

Summary: Add an existing schedule of values item when you want to associate a known schedule item to a payment claim.

Quick steps:

  1. From the payment claims Schedule of values register, click the Add icon, and then select Add existing schedule of value. The Add schedule item dialog box opens.

  2. Select one or more schedule items.

  3. Click Add. The are added to the Schedule of values register.

Step by Step — Add a new schedule item

Summary: Add a new schedule of values item when an existing item does not exist.

Considerations: New items are added with a schedule item ID of New. You cannot certify a claim if the schedule item ID is New and the quantity in the Certification section is not 0. New shedule of value items cannot be added to payment forms.

Quick steps:

  1. From the Schedule of values register, click the Add icon, and then select Add new schedule of value. The Add schedule item dialog box opens.

  2. Select a contract line item ID, and then enter the schedule item information. A description and unit of measure are required.

  3. Click Add. The item is added to the Schedule of values register with a schedule item ID of New.

What's next: To assign a schedule item ID, you must associate the schedule item to a vendor change order and then execute the vendor change order. After the vendor change order is executed, the schedule item gets an ID, and you can then add it to a payment form or certify the claim.

Step by Step — Convert a schedule item to a vendor change order

Summary: Convert a schedule of values to a vendor change order when you and the vendor agree that the schedule item represents a new scope of work.

Considerations: If you convert to an existing vendor change order, the selected schedule items overwrite any existing schedule of value items on the vendor change order.

Quick steps: 

  1. From the Schedule of values register, select a schedule item, and then click the Convert schedule of value icon.

  2. Select Convert to vendor change order. The Associate schedule item dialog box opens.

  3. Indicate whether to associate the schedule item to a new or existing schedule item.

  4. Complete the vendor change order information.

    • When converting to an existing vendor change order, enter the vendor change order ID.

    • When converting to a new vendor change order, enter the vendor change order details, vendor change order number, description and vendor change order type are required.

  5. Click Save.