Add work or material items manually

1. Go to Cost DB.
2. In the Internal Cost Database Stats section, select the action icon () next to the Work Items.
3. Select Add Manually.
4. Enter the work item's Code, Description, and Unit of measure.

   The code must alphanumeric.

5. Optionally, select a Default Formula that can be used to calculate the quantity when the work item is added to an estimate.

6. In the Rates Per Resource Units section, enter the conversion factor for the appropriate resources (M/L/E/S/O), waste percentage, unit of measure, cost rate, and sell markup.

   If the resource and work item's unit of measure is the same, the conversion factor must be set to one (1).

   Typically, the sell rate is the same as the cost rate, but you can mark it up by an amount or percentage as follows:

   • Lumpsum: A fixed markup amount is added to the cost rate. For example, if the cost rate is $100 and the lump sum markup is $20, then the sell rate is $120.

   • Manual: You enter the sell rate directly. For example, if the cost rate is $100, you manually enter $130 in the sell rate field.

   • Percentage: A percentage over the cost rate. For example, if the cost rate is $100 and the markup is 15%, then the sell rate is calculated as follows:

     sell rate = cost rate x (1 + % markup) = $100 x 1.15 = $115

7. Optionally, enter the Manufacturer Information.
8. Optionally, in the Default Estimate Item Comments section, enter comments for internal use, for proposal, and for RFP vendors.
9. Select Add & Next.

Classify the work item

Classifying work items, such as by cost code, can be helpful when managing a large number of records. For smaller sets, it's often sufficient to filter the list by text.

• To skip this step, select Skip.

• To add classifications to the work item, do the following:

  1. Select the Classification Type, such as your master cost code system.

     Administrators can add options in Settings > Company Settings > Cost Codes.

  2. Select the lookup icon () next to the selected classification type.

  3. In the dialog, use the arrows next to each code to drill down to lower levels.

     Codes can be nested up to four tiers deep.

  4. Select the code to classify the item.

     After it's selected, the Sage Construction Management automatically returns to the Add Classifications page for the work item.

  5. Repeat the previous steps to add additional classifications and codes as needed.
  6. Select Add New Line to include more classifications.
  7. Select Finish.