Add an allowance package manually

Step 1: Enter the general allowance package information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Allowance Packages under the Client Contract Admin section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Select the approved Prime Contract #.
6. Optionally, update the Issue Date.

   The default value is today's date.

7. Optionally, update the Allowance Package #.

   Sage Construction Management automatically generates the comply notice number, but it can be modified.

8. Enter a brief Subject.
9. In the Reviewer/Approver Information section, update the Address Type and, optionally, the Contact.

   The Company field is set to the firm referenced on the prime contract.

10. In the Prime Contractor Company Information section, update the Address Type and, optionally, the Contact.

    The Company field is set to the contractor referenced on the prime contract.

11. Optionally, in the Key Dates section, enter or select the following dates:
    • Follow Up Date
    • Reqd. Completion Date
    • Actual Completion Date
12. Select Next.

Step 2: Add the allowance package items and options

If you do not prefer to add allowance package items in this step, select Skip.

1. In the Default Line Item Values section, select the default Resource and Job Cost Code, and optionally, a Tax Code.
2. In the Add Allowance Item and Selection Options section, for each allowance item do the following:
   1. Optionally, update the Item #.
   2. Enter a Description, Quantity, and Sell Rate.
   3. Optionally, enter the Unit of measure and the Cost Rate.
   4. Optionally, enter the following information for the option items:
      • Option #
      • Description
      • Manufacturer
      • Catalog #
      • UPC
      • Sell Rate
      • Cost Rate
   5. To add additional options for an item, select Add Options at the item's row.
3. To add additional items, select Add More Item.
4. Select Add & Next.

Step 3: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the allowance package.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.