Making Changes to Existing Selections                                                                                                                                                                          Project Management.Making Changes to Existing Selections (90)

After adding line items to an equipment schedule it is possible to make changes or adjustments to those items. You can re-select or re-rate the items, view submittal data related to the item or modify pricing information.

To make changes to an Equipment Schedule click the Projects menu, select the project that you wish to modify and then click the Schedule icon .

To edit the line item information click the Edit hyper-link in the second column (see the figure below).

If the item is not part of an order that has already been submitted you will be redirected to the Edit Line Item Information page as shown below.

From here you can make the necessary changes to the line item information. Click the button to save your changes and return to the Equipment Schedule page.

If the line item is part of an order that has already been submitted you will receive the following error message.

This message is letting you know that the item is part of an order that has already been submitted to order entry. It informs you of the order number (in this case 7921). In order to make changes to this item you have to re-open the order. See the section titled Reopening an Order for instructions on how to make modifications to submitted orders.

If you wish to make changes to the performance parameters of the unit you have already selected click the magnifying glass icon  next to the line item. Depending upon the type of item you will be redirected to the Design Requirements – Water to Air or Design Requirements – Water to Water page. The screen will look similar to the following figure.

If the line item is part of an order that has already been submitted to Order Entry you will receive the same error message displayed above and will not be able to make any modifications to the line item unless you first reopen the order.

Similarly, you can make modifications to the pricing information for the line item by clicking the Pricing icon next to the line item.

As with editing the line item information and re-rating the performance, if the item is already part of an order that has been submitted through the Business Center software you will not be able to change pricing information unless you first reopen the order.