Manually Add an Allowance Package

Start by adding the header information.

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 Manually 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 Approved Prime Contract.
8. General Allowance Package Information Section (All Required):
   • Issue Date
   • Allowance Package #
   • Subject
9. Client Company Information Section:
   Required Fields:
   • Company (Field is disabled and will show client referenced on Prime Contract.)
   • Address Type
   Optional Fields:
   • Contact
10. Prime Contractor Company Information Section:
    Required Fields:
    • Company (Field is disabled and will show contractor referenced on Prime Contract.)
    • Address Type
    Optional Fields:
    • Contact
11. Optional: Enter or select the following dates.
    • Follow Up Date
    • Reqd Completion Date
    • Atual Completion Date
12. Click the Next button.

Allowance Package Items and Options

1. Select Default Line Item Values:
   Required Fields:
   • Resource: Materials (M), Labor (l), Equipment (E), Sub (S) and Other (O)
   • Job Cost Code
   Optional Fields:
   • Tax Code
2. Enter the Item #, Description, Quantity and Sell Rate (aka Customers Rate).
3. Optional: Enter the Unit of Measure and Internal Cost Rate.
4. Optional: Enter any Option Items. By default, three option rows are shown but additional rows can be added using the Add Selection link in the main item row.
   • Option #
   • Description
   • Manufacturer
   • Catalog #
   • UPC
   • Sell Rate (aka Customers Rate)
   • Internal Cost Rate
   • Resource: M, L, E, S or O
5. Click the Next button.

Upload Linked Files

Files such as images or PDFs that pertain to the Allowance Package can be uploaded and linked to the record.

1. Select one or more files on your local hard drive and drag to the Drop files here section.
2. Click the Finish button.