Add, edit, or import subcontract line items

Open the subcontract details

  1. Go to Projects and select the appropriate project from the list.
  2. On the Project Home page, select Subcontracts in the Procurement section.
  3. Select the subcontract number from the list.

Add original subcontract line items manually

  1. In the Subcontract Original Items section, select Add / Import Items > Add Manually.
  2. For each item, do the following:
    1. Enter the Item #, Description, and Quantity.

      The item number determines the sorting order.

    2. Enter the Unit Price and, optionally, the Units.
    3. Optionally, select the Cost Code.

      If a job cost code is not selected, the default cost code specified in the Default Line Item Values section will be used.

    4. Optionally, select a Tax code.

      If a tax code is not selected and a default tax code specified in the Default Line Item Values section, the default will be used.

  3. Select Save.

Edit an individual subcontract original item

  1. In the Subcontract Original Items section, select the number or description of the item that needs to be modified.
  2. Update the information as needed.
  3. Select Save.

Edit multiple subcontract original items

  1. In the Subcontract Original Items section, select Edit List.
  2. For each item, update the Item #, Description, Quantity, Unit, Unit Price, Cost Code, or Tax Code as needed.
  3. Select Save.

Update multiple subcontract original items in bulk

  1. In the Subcontract Original Items section, select one or more items from the list.

  2. Select Choose Bulk Action.

  3. Select one of the following actions:

    • To update the job cost code, select the Job Cost Code checkbox, then select the appropriate cost code from the dropdown.

    • To update the tax code, select the Tax Code checkbox, then select the appropriate tax code from the dropdown.

    • To reset the tax codes to the ones specified for their assigned cost code, select the Reset Tax Code based on JCC checkbox.

    • To delete the selected items. select the Delete checkbox.

  4. Select Save.

Import subcontract original items

  1. In the Subcontract Original Items section, select Add / Import Items.

  2. Select one of the following options:
    1. Select Import Labor Items.
    2. In the Filter Information section, select one of the following Rates To Import:
      • Hr. Bill Rate
      • Hr. Cost Rate
      • Daily Bill Rate
      • Daily Cost Rate

      The daily rate equals the hourly rate multiplied by 8.

    3. Optionally, enter text in the Search field to filter the results.
    4. Select the checkbox next to each labor item that you want to import.
    5. Based on the selected rate, enter either hours or days in the Quantity field.
    6. Optionally, select a Cost Code for each item being imported.

    7. Select the Default Cost Code to use when an imported item does not have one specified.

    8. Select Add or Add & Close.
    1. Select Import Equipment Items.
    2. In the Filter Information section, select one of the following Rates To Import:
      • Hr. Bill Rate
      • Hr. Cost Rate
      • Daily Bill Rate

        The daily rate equals the hourly rate multiplied by 8.

      • Daily Cost Rate
      • Project Hr. Bill Rate
      • Project Hr. Cost Rate
      • Project Daily Bill Rate
      • Project Daily Cost Rate
      • Rental Daily Rate
      • Rental Weekly Rate
      • Rental Monthly Rate
    3. Optionally, enter text in the Search field to filter the results.
    4. Select the checkbox next to each equipment item that you want to import.
    5. Based on the selected rate, enter either hours or days in the Quantity field.
    6. Optionally, select a Cost Code for each item being imported.

    7. Select the Default Cost Code to use when an imported item does not have one specified.

    8. Select Add or Add & Close.
    1. Select Import Work Items.
    2. In the Filter Information section, do the following:
      1. Select Text Search or a classification system from the Filter Type dropdown.

      2. If you selected a classification system, select the lookup icon () next to the Filter field to select a classification code to filter the results. Otherwise, enter text in the field.

      3. Select one of the following Rates To Import:
        • Total Cost Rate
        • Total Sell Rate

          For example, the proposal rate.

        • M Cost Rate
        • M Sell Rate
        • L Base Cost Rate
        • L Cost Rate

          For example, the base rate plus the burden cost rate.

        • L Sell Rate
        • E Base Cost Rate
        • E Cost Rate

          For example, the base rate plus the burden cost rate.

        • E Sell Rate
        • S Cost Rate
        • S Sell Rate
        • O Cost Rate
        • O Sell Rate
      4. Select Filter.
    3. Select the checkbox next to each work item that you want to import.
    4. For each selected item, enter the Quantity.
    5. Optionally, select a Cost Code for each item being imported.

    6. Select the Default Cost Code to use when an imported item does not have one specified.

    7. Select Add or Add & Close.
    1. Select Import Estimate Items.
    2. In the Filter & Rate Information section, do the following:
      1. Select the Estimate number from the dropdown.

      2. Optionally, select the lookup icon () next to the Estimate Cost Code field to select a cost code to filter the results.

      3. Select Filter.
      4. Optionally, select the Exclude Estimate Items tagged in an RFP Package checkbox.
        Awarded RFP packages can be automatically converted into purchase orders (POs) and subcontracts. For this reason, it’s recommended to exclude estimate items that are tagged in awarded RFP packages to avoid duplication
    3. In the Estimate Items section, do the following:
      1. Optionally, use the Search field to filter the list.
      2. Select the checkbox next to each estimate item that you want to import.
      3. Optionally, update the Quantity for each selected item as needed.
      4. Optionally, update the Cost Code for each item being imported.

      5. Select the Default Cost Code to use when an imported item does not have one specified.

    4. Select Add or Add & Close.
    1. Select Import Estimate Items Summary.
    2. In the Filter & Rate Information section, select the Estimate number from the dropdown.
    3. Optionally, use the Search field to filter the list.
    4. Select the checkbox next to each item that you want to import.

      Items are grouped and summed based on item code, description, and unit of measure. Because quantities reflect the entire estimate, filtering by cost code is not applicable.

    5. Optionally, update the Quantity for each selected item, if needed.
    6. Optionally, select the Cost Code for each item being imported.

    7. Select the Default Cost Code to use when an imported item does not have one specified.

    8. Select Add or Add & Close.
    1. Select Import Anticipated Costs.
    2. Select the checkbox next to each item that you want to import.
    3. Optionally, update the Quantity for each selected item, if needed.
    4. Select Add or Add & Close.
    1. Select Import Job Cost Code.
    2. Optionally, enter text in the Search field to filter the results.
    3. Select the checkbox next to each cost code that you want to import.
    4. Select Add or Add & Close.

Posted June 12, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.