Add work items manually

Enter the work item information

Go to Cost Database.
Select the Work Items tab.
Select Actions > Add Manually.
Alternatively, expand the Cost Database Insights section, select the actions menu icon () in the Work Items row, and the select Add Manually.
On the Details tab, 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.
Select the Item Resource Units and Rates tab, and then enter the conversion factor for the appropriate resources (M/L/E/S/O), waste percentage, unit of measure, cost rate, and sell markup.

When editing information, consider the following:
- If the resource and work item's unit of measure is the same, the conversion factor must be set to one (1).
- The Sell Markup is typically set to Same as Cost. However, you can increase the sell rate by a fixed amount or a 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, select the Manufacturer Information tab, and then enter the manufacturer information as needed.
Optionally, select the Comments tab, and then 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.
2. To include more classifications, select Add New Line and repeat step 1.
3. Select Finish.
A message shows the number of classifications added successfully and those that failed.