Add a Lump Sum Item to a Proposal Document

Contents

To add a lump sum item to a proposal document:

1. Expand the Contract Information folder in the Project View and choose Proposals.
2. On the Proposals Log Window, open the proposal document to which you want to add a lump sum.
3. Click the Line Items tab, and click Add Lump Sum to display the Contract Item/Lump Sum/Unit Price Dialog Box. Contract Management automatically chooses Lump Sum as the Type, and enters the Line Item No. You can alter the number.
4. Use the Description field to enter any relevant information about the Lump Sum item.
5. In the Lump Amount ($) field, enter the lump sum amount.
6. In the Tax Rate field, enter the applicable tax rate.
7. In the Sales tax ($) field, enter the applicable amount of tax.
8. Optionally, choose a Material Name, and enter a Material Title for the lump sum item.
9. If Contract Management is connected to a P6 EPPM schedule, you can click browse to choose an Activity ID for the lump sum item. If not connected, browse will now display. In that case, you can manually enter an Activity ID.
10. In the Costing section, following will display if the status of the proposal is not closed or if the costs are not tracked in another document:
    • Add: Use this to add a single cost code to the lump sum.
    • Add Multiple Cost Codes: Use this to add more than one cost code to the lump sum.

      Note: Remove Zero Values is not available when adding a lump sum line item.

11. In the Issues section you can click Link, and then choose an issue to link with the lump sum item.
12. In Attachments section you can do the following:
    • Click Attach File to attach a file to the document.
    • Click Attach from Repository to attach a document from the content repository.
    • Click Attach URL to attach a web address to the document.
13. To add another lump sum item, click Save and Add Another. When finished, click Save and Close.