Update the original prime contract items and amounts

Before you begin

Original contract amount items cannot be added or modified under the following conditions:

• The workflow is enabled, an approval rule applies, and the workflow has been initiated.
• The workflow is enabled, an approval rule applies, and the transaction has been approved.
• Prime invoices exist for the contract and the Do not allow Prime Contracts or Change Orders to be modified after Prime Invoices have been created in Settings > Feature Settings > Contract Admin is selected.

Add the original contract amount items manually

1. Open an existing prime contract.
2. Depending on the type of contract, select one of the following links in the Original Prime Contract Budgets section:
   • If the contract type is Fixed Lump Sum, select Contract Amount (aka Schedule of Values).
   • If the contract type is Cost Plus With GMP, select Guaranteed Maximum Price (GMP).
   • If the contract type is Unit Price, select Unit Price Items.
3. Select Add / Import Items > Add Manually.
4. For each item, do the following:
   1. Enter the Item #, Item Description, Quantity, Units of measure, and Unit Price.

      For unit price contracts, the quantity represents the estimated project quantity.

      The item number is used for sorting.

   2. Select the Cost Code.
   3. Optionally, select the Tax Code.

      If no tax code is specified for an item, the default tax code specified in the Default Line Item Values section is used.

5. Select Save.

Edit original contract amount items

1. Open an existing prime contract.
2. Depending on the type of contract, select one of the following links in the Original Prime Contract Budgets section:
   • If the contract type is Fixed Lump Sum, select Contract Amount (aka Schedule of Values).
   • If the contract type is Cost Plus With GMP, select Guaranteed Maximum Price (GMP).
   • If the contract type is Unit Price, select Unit Price Items.
3. Select Edit.
4. Update the information as needed.
5. Select Save.

Import original contract amount items

• Import labor items from the cost database.
• Import equipment items from the cost database.
• Import work items from the cost database.
• Import estimate items.
• Import estimate items grouped and summed by code, description, and unit of measure.
• Import anticipated costs.
• Import job cost codes as line items.
• Import items using a Microsoft Excel file.