Adding an Allowance Package From an Estimate

The steps below describe how to add allowance packages from estimates created in Sage Construction Management. You can use this method only if the estimate contains Items with the Allowance checkbox selected.

1. Click the Projects icon on the left menu.
2. Select the Project in the Quick Select section. This will then refresh the page and show the Current Project Home page.
3. On the Projects menu, under Client Contract Admin, select Allowance Packages.
4. Click the Actions button on the far right.
5. Click Add From Estimate option from the drop-down menu.
6. In the data entry form, the Project # should be selected already but can be changed.
7. Select the Estimate.
8. Optional: Create Allowance Package Per Cost Code. (Recommended)
9. Select the Approved Prime Contract.
10. Click the Finish button.

Add Allowance Package Item Options Manually

1. With the Allowance Package open, navigate to the Allowance Items section.
2. Click on the Allowance Item # or Description. This will redirect to the Allowance Package - Item Details form.
3. Navigate to the Selection Options section.
4. Click Add Manually.
5. Enter any Options. By default, three option rows are shown but additional rows can be added using the Add New Line link below the grid.
   • Option #
   • Description
   • Manufacturer
   • Catalog #
   • UPC
   • Sell Rate (aka Customers Rate)
   • Internal Cost Rate
   • Resource: M, L, E, S or O
6. Click the Save and Close button.