Import Job Cost Codes As Line Items Into Contract Admin or Procurement Transactions

Prerequisite For Importing Job Cost Codes as Line Items

  • With exception for Anticipated Costs, the "Target" Contract Admin, Procurement, or Work Order transaction must be saved.

Import Data Entry Steps

  1. Click the 'Add / Import Items' from the drop-down as follows:
    • Anticipated Costs: See Actions drop-down on Procurement Landing Page or at the top right of Anticipated Costs listing.
    • RFP Packages: See drop-down above the Bidders list.
    • Contract Admin | Procurement | Work Order Transactions: See drop-down above Items grid.
  2. Click 'Import Job Cost Codes' option in the drop-down. This will refresh the page.
  3. Optional: Enter text in the search field to filter the Job Cost Code listing. The search box will be shown only if there are more than ten (10) cost codes.
  4. Select the Job Cost Codes in the list by clicking the checkbox.
  5. Enter the item quantity.
  6. Click the 'Add' or 'Add and Close' button.