1.   On the Edit Change Order page, click the Add New Line Item button to add new line items.

2.   Select the appropriate Item Type from the list to filter your Specification Subcategories.

3.   Click the “+” icon to expand the list of Sections under any Subcategory.  (See Screen Shot)

 

 

4.   Select a Section Category from the list in the center of the screen.

 

Note: The Section list will automatically populate with the appropriate section items based on the selected Section Category.

 

5.   Select a Section from the list under the Section Category.

6.   Enter the appropriate number of units in the Number of Units column for the desired unit code and press your tab key one time.

7.   Enter the Labor Price (if applicable) in the Estimated Unit Price, Labor field for that unit code and press your tab key one time.

8.   Enter the Material Price (if applicable) in the Estimated Unit Price, Material field for that unit code and press your tab key one time.

-or-

9.   Enter the Unit Price in the Estimated Unit Price field for that unit code and press your tab key one time.

10.  Click the Add Line Items button at the bottom of the page.  Click the Cancel button to return to the Edit Change Order Page.

11.  Enter a Line Item Number for the new line.

12.  Click the Save button.

 

 

Note: Once a new line item has been added, the number of units and unit price can be adjusted on a line item through the Adjusting Existing Line Items Process.  All line items that are currently part of the contract will have a Line Status of ‘current’. Those with a blank Line Status can be added as ‘new’ items to the contract. A new account code may be assigned to each new line item that is to be added to the contract; if you wish to replace a default account code, highlight the existing accounting code, type the code that you wish to use in its place.