Add Item

Add Items

The user can add individual items to activities within theIssue Budgets orIssue Purchase Orders screen.

To add items in the Issue Budgets or Issue Purchase Orders screens:

In theIssue Budgets or Issue Purchase Orders screen, expand the left Estimate tree to the activity level (blue folder).
Highlight the activity to add the item.

Click the Add Item icon.
- Or, right-click the activity, and select Add Item from the pop-up menu.

The Select Items dialog appears.

Expand the phase (if in the Phase Sort-By view shown right).
- Group Phase/Activity sorts by group phase/activity/phase item.
- Activity/Phase sorts by activity/phase/item.
Select the item(s) to add by placing a checkmark in the checkbox(es), which automatically inserts a "1" in the Quantity column.

- Insert another quantity if necessary by clicking the drop-down arrow in the Quantity column.
- The Option dialog box (shown below right) contains read-only fields that allow the user to more easily view the item's parent option and its description.

Note

The Select Itemsscreen also appears when adding change orders and variances in the Issue Budgets/Issue Purchase Orders screens. In this case, follow all steps above, and change activities and/or JC categories as necessary, using the fields below.

- The Activity dialog box allows the user to keep the item's default activity or to select another activity to add the item(s).

- TheJC Category (Variance Code) dialog box allows user to keep the default JC category or to select from the list of variance codes when issuing change orders/variance orders.
Click OK when finished with changes.
The new item(s) appear in the left pane Issue Budgets/Issue Purchase Orders screen, and the activity node opens, displaying the new item(s)
- Change orders/variances appear at the bottom of the left tree in the Issue Budgets/Issue Purchase Orders screens.
Click the Save button in the screen's toolbar.
- Or, click Cancel.

To add items by copying:

In the Issue Budgets or Issue Purchase Orders screen, expand the Estimate tree in the left side of the screen to the item level (green paper).
Click the item to copy.
Click theCopy Item icon.
- Or, right-click the item, and select Copy Item from the pop-up menu.

A duplicate of the item appears in the tree below the original item.

Click the Save button in the screen's toolbar.
- Or, click Cancel.

Add Items

To add items in the Issue Budgets or Issue Purchase Orders screens:

To add items by copying:

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