Add, edit, or import subcontract line items

Add original subcontract line items manually

1. Go to Projects and select a project.
2. Select Subcontracts under the Procurement section.
3. On the Subcontracts page, select a subcontract number from the list.
4. Select Add / Import Items > Add Manually in the Subcontract Original Items section.
5. For each item, do the following:
   1. Enter the Item #, Description, Quantity, Units of measure, and Unit Price.

      For unit price contracts, the quantity represents the estimated project quantity.

      The item number is used for sorting.

   2. Select the Cost Code.

      If no job cost code is specified for an item, the default job cost code specified in the Default Line Item Values section is used.

   3. Optionally, select the Tax Code.

      If no tax code is specified for an item, the default tax code specified in the Default Line Item Values section is used.

6. Select Save.

Edit an individual subcontract original item

1. Go to Projects and select a project.
2. Select Subcontracts under the Procurement section.
3. On the Subcontracts page, select a subcontract number from the list.
4. In the Subcontract Original Items section, select the description of the item that needs to be modified.
5. Update the information as needed and select Save.

Edit multiple subcontract original items

1. Go to Projects and select a project.
2. Select Subcontracts under the Procurement section.
3. On the Subcontracts page, select a subcontract number from the list.
4. In the Subcontract Original Items section, select Edit List.
5. Update the information for each item as needed.
6. Select Save.

Import subcontract original items

• Import labor items from the cost database.
• Import equipment items from the cost database.
• Import work items from the cost database.
• Import estimate items.
• Import estimate items grouped and summed by code, description, and unit of measure.
• Import anticipated costs.
• Import job cost codes as line items