Add, Edit, or Import SCO Line Items

Add SCO Line Items

  1. At the SCO listing, click on the SCO # to view the details.
  2. Scroll down to the 'SCO Line Items' section.
  3. Click the 'Add | Import Items' drop-down.
  4. Click 'Add Manual'. This will refresh the screen.
  5. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price. For unit price subcontracts, quantity would represent the estimated project quantity for this new item.
  6. Job Cost Code: Use Default Selection in header section or select a specific cost code in the grid row.
  7. Optional Tax Code: Use Default Selection in header section or select a specific tax code in the grid row.
  8. Repeat the steps above for any additional items.
  9. Click the 'Save' button at the bottom.

Edit An Individual SCO Line Items

  1. At the SCO listing, click on the SCO # to view the details.
  2. Scroll down to the 'SCO Line Items' section.
  3. Navigate to the SCO Line Item that needs to be modified.
  4. Click the Item # or Description link to view the details.
  5. Edit SCO Line Item information as needed.
  6. Click 'Save' or 'Save and New'.

Edit SCO Items in Grid

  1. At the SCO listing, click on the SCO # to view the details.
  2. Scroll down to the 'SCO Line Items' section.
  3. Click the Pencil Icon shown to the right of the 'SCO Line Items' section title. The read-only items grid will then change so that modifications can be made.
  4. Edit SCO Line Items as needed.
  5. Click 'Save'.

Importing SCO Items