Manage the allowance package item options

Open the allowance package item details

1. Go to Projects and select the appropriate project from the list.

2. On the Project page, select Allowance Packages in the Client Contract Admincategory of the Project Menu section.

3. Select the allowance package number from the list.

4. In the Allowance Items section, select the item number or description.

Add allowance package item options manually

1. In the Selection Options section, select Add / Import Items > Add Manually.
2. In the Options section, enter the following information for each item:
   1. Optionally, update the Option #.
   2. Enter a Description.
   3. Optionally, enter the Manufacturer, Catalog #, UPC, and Product URL.
   4. Enter the Sell Rate, which is the customer's rate.
   5. Optionally, update the internal Cost Rate.
   6. Select the Resource, that is M, L, E, S, or O.
3. To add more options, select Add New Line and repeat step 2.
4. Select Save & Close.

Import work items

1. In the Selection Options section, select Add / Import Items > Import Work Items.

2. In the Filter Information section, do the following:
   1. Select Text Search or a classification system from the Filter Type dropdown.

   2. If you selected a classification system, select the lookup icon () next to the Filter field to select a classification code to filter the results. Otherwise, enter text in the field.

   3. Select one of the following Rates To Import:
      • Total Cost Rate
      • Total Sell Rate

        For example, the proposal rate.

      • M Cost Rate
      • M Sell Rate
      • L Base Cost Rate
      • L Cost Rate

        For example, the base rate plus the burden cost rate.

      • L Sell Rate
      • E Base Cost Rate
      • E Cost Rate

        For example, the base rate plus the burden cost rate.

      • E Sell Rate
      • S Cost Rate
      • S Sell Rate
      • O Cost Rate
      • O Sell Rate
   4. Select Filter.
3. Select the checkbox next to each work item that you want to import.
4. For each selected item, enter the Quantity.
5. Optionally, select a Cost Code for each item being imported.

6. Select the Default Cost Code to use when an imported item does not have one specified.

7. Select Add or Add & Close.
8. Select Save & Close.

Edit multiple allowance package item options

1. In the Selection Options section, select Edit List.
2. Update the information for each item as needed.
3. Select Save.
4. Select Save & Close.

Edit individual allowance package item options

1. In the Selection Options section, select the option description from the list.
2. Update the information for the item as needed.
3. Select Save & Close.