Add, Edit, or Import Subcontract Line Items

Add "Original" Subcontract Line Items

  1. At the Subcontract listing, click on the Subcontract # to view the details.
  2. Scroll down to the 'Subcontract Original 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.
  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 Line Items

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

Edit Items in Grid

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

Importing Subcontract Original Items