Edit a work or material item

1. Go to Cost DB.
2. Select the total record count number next to the Work Items.
3. Optionally, enter text to filter the results.
4. To view details for a work item, select its Code .

Edit the work item details

1. To update the work item details, select Edit and update the fields as needed.

   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:

2. Select Save or Save & Close.

Upload an image for a work item

1. Select Image Upload and find the appropriate file.

Add a classification

1. Select Add Classification in the Classifications section.
2. Select the Classification Type, such as your master cost code system.

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

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

4. 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.

5. 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.

6. Repeat the previous steps to add additional classifications and codes as needed.
7. Select Add New Line to include more classifications.
8. Select Save & Close.