Manually link contract and import items

You can link a prime contract and import prime contract items.

1. On the Prime Contract Information page, select Actions > Link Contract and Import Items.

   

2. Select a contract from the Sage 300 CRE Contract dropdown and select Link Contract.

   

3. On the Import Item page, select one of the following:

   • Update Existing or Add New items: Select this option to update existing data for Code, Description, and Amount matching based on the Job Cost Code.

   • Add New Item: Select this option to add a new item.

   

4. Select a cost code from the Default Cost Code dropdown and select Import Items.