Auto-Add Contract Item and Update Contract Item Amount

Check this box to automatically add contract items when adding phases to a job and to update contract item amounts with estimated costs. When checked, the following applies:

  • Total estimated costs entered for all phases/cost types associated with a contract item will update that contract item's original amount.

  • If you add a phase to a job and specify a contract item that does not exist, it will be added automatically. Estimated costs entered for all phases/cost types assigned to that contract item will update the contract item's original amount.

  • If you change the contract item for an existing phase and the contract item does not exist, it will be added. Any estimated costs already set up for the phase's cost types will automatically be updated to the new contract item's original amount.

  • If you add, delete, or change the cost types for a phase, contract item amount will be updated with changes.

Leave this box unchecked if you do not allow auto-adding contract items when adding phases or changing the contract item for an existing phase, and if you do not want to automatically update original contract item amounts with estimated costs. Original contract item amounts must be updated manually.

 

 

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