Manually Add Work or Material Item

  1. Click the Cost DB icon on the left menu.
  2. Navigate to the Work Items row in the Cost Database Stats section.
  3. Click the Actions button on the far right.
  4. Click Add Manually option from the drop-down menu.
  5. Enter the Work Item Code (alpha-numeric), Description, and Unit of Measure.
  6. Optional: Select a default Formula that can be used to calculate the Quantity when added to an Estimate.

  7. Enter the appropriate Resources (M/L/E/S/O) conversion factor, waste percentage (eg. 5% = 5), unit of measure, cost rate, and sell rate.

    Conversion Factor Note: If the Resource and Work Items Unit of Measure are the same, the conversion factor should be set to one (1).
    Sell Rate Note: Typically, Sell Rate is the same as the Cost Rate but can be marked up by an amount or percentage.

  8. Optional: Enter the Manufacturer Information.
  9. Optional: Enter Default Estimate Item Comments.
  10. Click the Add and Next button at the bottom.

Classifying the Work Item

Classifying Work Items such as by cost code can be beneficial if there are many records. Otherwise, filtering the listing can easily be done via text search.

  1. Select the Classification Type (ex. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  2. Click the lookup icon (magnifying glass) shown to the right. This will open a popup form showing the codes which can be up to four tiers deep.
  3. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  4. Click the Code to be used for classifying. Once selected, the system will automatically return to the Work Item Classifications listing.
  5. Optional: Repeat previous four steps to add another classification and code.
  6. Click the Finish button at the bottom.