Add, edit, or import allowance package items

Open the allowance package details

Go to Projects and select the appropriate project in the Quick Select section.
On the Project Home page, select Allowance Packages in the Client Contract Admin section.
Select the allowance package number from the list.

Add allowance package items manually

In the Allowance Items section, select Add / Import Items > Add Manually.
In the Default Line Item Values section, do the following:
1. Select the default Resource and Job Cost Code.
2. Optionally, select the default Tax Code.
In the Add Allowance Item and Selection Options section, do the following for each item:
1. Optionally, update the Item #.
2. Enter the Description, Quantity, and Sell Rate (customers rate).
3. Optionally, enter the Unit of measure and the internal Cost Rate.
4. Optionally, enter the following information for each option:
  - Update the Option #.
  - Enter a Description, Manufacturer, Catalog #, UPC, Sell Rate, and Cost Rate.
5. Optionally, to add more options to the allowance package item, select Add Options.
  By default, three option rows are displayed.
To add more items, select Add More Item.
Select Save & Close.

Import work or estimate items

In the Allowance Items section, select Add / Import Items.
Select one of the following options:
Import work items from the cost database
1. Select 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.
Import estimate items
1. Select Import Estimate Items.
2. In the Filter & Rate Information section, do the following:
  1. Select the Estimate number from the dropdown.
  2. 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
  3. Optionally, select the lookup icon () next to the Estimate Cost Code field to select a cost code to filter the results.
  4. Select Filter.
  5. Optionally, select the Exclude Estimate Items tagged in an RFP Package checkbox.
    Awarded RFP packages can be automatically converted into purchase orders (POs) and subcontracts. For this reason, it’s recommended to exclude estimate items that are tagged in awarded RFP packages to avoid duplication
3. Optionally, use the Search field to filter the list.
4. Select the checkbox next to each estimate item that you want to import.
5. Optionally, update the Quantity for each selected item as needed.
6. Optionally, update the Cost Code for each item being imported.
7. Select the Default Cost Code to use when an imported item does not have one specified.
8. Select Add or Add & Close.
Import estimate items grouped and summed by code, description, and unit of measure
1. Select Import Estimate Items Summary.
2. In the Filter & Rate Information section, do the following:
  1. Select the Estimate number from the dropdown.
  2. 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
3. Optionally, clear the Exclude Items with Zero Value for the Rate Selected to include also items with zero value in the list.
4. Optionally, use the Search field to filter the list.
5. Select the checkbox next to each item that you want to import.
  Items are grouped and summed based on item code, description, and unit of measure. Because quantities reflect the entire estimate, filtering by cost code is not applicable.
6. Optionally, update the Quantity for each selected item, if needed.
7. Optionally, select the Cost Code for each item being imported.
8. Select the Default Cost Code to use when an imported item does not have one specified.
9. Select Add or Add & Close.

Edit allowance package items

In the Allowance Items section, select the Item # or Description.
Update the item information as needed.
Select Save & Close.