Add cost items

  1. From the Details tab, click Add .
  2. Select the option for the type of cost item to add.
  3. In the Reference field, enter a reference number for the new cost item. You can leave this blank or use an existing reference.
  4. In the Description field, enter a detailed description for the cost item.
  5. Select the Auto increment reference number by checkbox, to have the application automatically adjust the reference number by the specified amount.
  6. Select the Edit item detail after add checkbox, so you can edit the cost item after you create it.
  7. Click Add.
  8. Fill in the fields on the Cost Item window for the type of cost item you are adding:
    • Cost Item (Basic)
    • List Assembly
    • Quick Assembly
    • Visual Assembly
    • Enterprise Level Assembly
    • Bid Items
    • Financial Cost Items
  9. Click OK.
  10. To add another cost item, repeat steps 3 - 6 and click Add. Then repeat steps 8 and 9.
  11. When you are finished adding cost items, click Cancel.