How to Enter a Schedule of Values in Spectrum (before edit)

In this guide, we'll learn how to enter a schedule of values for a project in Spectrum. This process helps organize billing items and contract amounts for accurate project tracking and invoicing.

We'll cover how to navigate the system, input customer and job details, and enter billing line items. This ensures your project records are complete and up to date.

Let's get started

We will enter a schedule of values for a specific project in Spectrum. We will first start with a new site map. Click Accounts Receivable, then click Customers, and click... Click Contracts, then click Schedule of Values.

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We will enter our customer number and job number. Enter your first billing item number. Enter your description for the billing line item. Enter the contract amount or the line item amount, then tab through until the schedule totals appear at the top.

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Original equals your line items there.

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Close this window, click Exit Now, then click Okay.

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