Add or import PO CO items

Add PO CO items manually

1. Go to Projects and select the project in the Quick Select section.

2. On the Project Home page, select PO COs in the Procurement section.

3. Select the appropriate PO CO from the list.

4. In the PO CO Items section, select Add / Import Items > Add manually.
5. Optionally, specify the default Job Cost Code, Tax Code, Resource, and Delivery Date in the Default Line Item Values section.
6. For each item, do the following:
   1. Enter the Item #, Description, Quantity, Unit of measure, and Unit Price.

      The item number is used for sorting.

   2. Select the Job Cost Code or leave the field empty to use the default job cost code specified in the Default Line Item Values section.
   3. Optionally, select the Tax Code or leave the field empty to use the default tax code specified in the Default Line Item Values section.
   4. Select the appropriate Resource identifier or leave the field empty to use the default resource specified in the Default Line Item Values section.

      If no default resource identifier is specified, the field is set to M for materials.

   5. Select the Delivery Date or leave the field empty to use the default date specified in the Default Line Item Values section.
7. Select Save.

Import PO CO items

1. Go to Projects and select the project in the Quick Select section.

2. On the Project Home page, select PO COs in the Procurement section.

3. Select the appropriate PO CO from the list.

4. In the PO CO Items section, select Add / Import Items.
5. Select one of the following options, as needed:
   • To import labor items from the Cost DB module, select Import Labor Items.
   • To import equipment items form the Cost DB module, select Import Equipment Items.
   • To import work items form the Cost DB module, select Import Work Items.
   • To import items from a project estimate, select Import Estimate Items.
   • To import estimate items grouped and summed by code, description, and unit of measure, select Import Estimate Items Summary.
   • To import anticipated costs, select Import Anticipated Costs.
   • To import additional items from the selected PO, select Import PO Items.
   • To import a job cost code, select Import Job Cost Code.