Add work items manually

Enter the work item header information

Go to Cost DB.
In the Internal Cost Database Stats section, select the action menu icon () in the Work Items row.
Select Add Manually.
Enter the work item's Code, Description, and Item Unit.
The code must alphanumeric.
Optionally, select a Default Formula that can be used to calculate the quantity when the work item is added to an estimate.
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 markup is set to Same as Cost, but you can mark the sell rate 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 can manually enter $130 in the sell rate field.
- Margin Percentage: Sets the sell price so that a specified profit margin is achieved. If the cost rate is $100 and the margin is 20%, then the sell rate is calculated as follows:
  
  sell rate = cost rate / (1 - margin) = $100 / (1 - 20/100) = $125
- 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
Optionally, enter the Manufacturer Information as needed.
Optionally, in the Default Estimate Item Comments section, enter comments for internal use, for proposal, and for RFP package vendors.
Select Add & Next.

Add classifications to 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, do the following:
1. For each classification code that you want to add, do the following:
  1. Select the Classification Type, such as your primary cost code system.
    Administrators can manage these options in Settings > Company Settings > Cost Codes.
  2. Select the magnifying glass icon () next to the classification type to view the available codes.
  3. Optionally, select the right arrow next to a code to drill down to a lower level.
    Codes can be nested up to four levels deep.
  4. Select the code that you want to use for classification.
  5. Select Add New Line to include more classifications.
2. Select Finish.