Edit a Work or Material Item

  1. Click the Cost DB icon on the left menu.
  2. Click the record count number shown to the right of Work Items. This will refresh the page and show the Work Item listing.
  3. Optional: Enter some text to filter the Work Item listing.
  4. Click on the Work Item Code to view details.
  5. To make changes, click Edit.
  6. Edit the fields as needed.
  7. Click the Save or Save and Close button.

Add a classification

  1. Click the Add Classification button shown to the far right of the Classifications heading.
  2. Select the Classification Type (eg. your master cost code system). Options can be created by admins in Settings | Feature Settings | Cost Codes.
  3. 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.
  4. Optional: Use the right arrow icon next to the code to drill down to a lower level.
  5. Click the Code to be used for classifying. Once selected, the system will automatically return to the Work Item Classifications listing.
  6. Optional: Repeat previous four steps to add another classification and code.
  7. Click the Save and Close button at the bottom.