Enter itemized costs for a contract, change order, or proposal in this dialog box (depending on where you opened it from. If the contract involves a single (lump sum) payment for service, you can enter the details of that payment here, or enter itemized charges, depending on which type you pick. Click Spelling to spell check the document.

Type

Select whether you are adding a Lump Sum payment or itemized charges (Unit Price).

Fields for Unit Price Items:

The following fields appear if you chose Unit Price in the Type field.

Line Item No.

Contract Management automatically assigns the next sequential number to each item row.

Description

A brief description of the item or service.

Quantity/Units of Measure

The Quantity and Units of Measure fields work together to quantify the amount of work or materials.

For example, if a job requires 300 hours to complete, enter 300 in the Quantity field and Hours in the Units of Measure column. Use whatever units are applicable to the contract, such as days, weeks, or pounds.

Unit Price

The cost of a single unit, as specified in the Units of Measure field, for example, $40.00 (per hour), or $200 (per ton).

Net Amount

Contract Management automatically calculates this field based on the Quantity and Unit Price fields.

Tax Rate

If a fixed-rate tax (fixed percentage) applies to this item, enter the percentage here.

For example, to specify 5%, enter a 5.

Sales Tax

Enter the amount charged for sales tax, if applicable to this item.

Contract Management calculates this field from the specified Tax Rate, or you can enter a fixed dollar amount.

Line Item Total

The sum of the Net Amount plus tax.

Material Name

Click Select to open the Select Material Dialog Box to choose a material.

This material can be used in conjunction with the contract or purchase order's To/From/Number fields to generate materials delivery documents. This field appears when accessed from a Daily Report Document Window.

Material Title

The name of the material.

Activity ID

If you are using the P6 EPPM you can use this field to reference and update the Start/Completion dates of the change with the schedule activity's early/actual start and finish dates. Link Contract Management to a P6 EPPM project from the Schedule tab of the Project Settings Dialog Box.

To record scheduling information, click Select to open the Select Activity Dialog Box to choose the P6 EPPM activity.

Procurement Item

The title of the procurement item if the document was created from a procurement item.

Click to open the Procurement Item Document Window.

Fields for a Lump Sum Items:

The following fields appear if you chose Lump Sum in the Type field.

Line Item No.

Contract Management automatically assigns the next sequential number to each item row. You can change this number.

Description

A brief description of the item or service.

Lump Amount

Enter the amount of payment for services under this contract. (Do not include taxes here.)

Tax Rate

If a fixed-rate tax (fixed percentage) applies to this item, enter the percentage here.

For example, to specify 5%, enter a 5.

Sales Tax

Enter the amount charged for sales tax, if applicable to this item.

Contract Management calculates this field from the specified Tax Rate, or you can enter a fixed dollar amount.

Line Item Total

The sum of the Lump Amount plus tax.

Material Name

Click Select to open the Select Material Dialog Box to choose a material.

This material can be used in conjunction with the contract or purchase order's To/From/Number fields to generate materials delivery documents. This field appears when accessed from a Daily Report Document Window.

Material Title

The name of the material.

Activity ID

If you are using the P6 EPPM you can use this field to reference and update the Start/Completion dates of the change with the schedule activity's early/actual start and finish dates. Link Contract Management to a P6 EPPM project from the Schedule tab of the Project Settings Dialog Box.

To record scheduling information, click Select to open the Select Activity Dialog Box to choose the P6 EPPM activity.

Procurement Item

The title of the procurement item if the document was created from a procurement item.

Click to open the Procurement Item Document Window.

Costing:

Add

Click this to open the Select Cost Code Dialog Box to add a new cost code to distribute costs to.

Add Multiple Cost Codes

Click to open the Add Multiple Cost Codes Dialog Box to add multiple cost codes at once.

Remove Zero Values

Click to remove rows that have a distributed value of zero.

Cost Code

The cost code category.

Title

The name of the item.

Distributed

The amount distributed to the cost code.

Issues tab:

Link

Click this to open the Select Issue Dialog Box to link an issue to this item.

Issue Title and Name

The names and titles of issues linked to this item. Click to open the Issue Document Window.

Attachments tab:

Attach File

Click this to open the Attach File Dialog Box to add an attachment to this invoice.

Attach from Repository

Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.

Attach URL

Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.

Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

Attachment

The name of the attachment associated with this item. Click to open the attachment.

Subject

A brief description of the item.

Location

The location to which the file is uploaded.

Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.

Path

The full path to the file.

File Size

The size of the attached file.

Date Attached

The date the file or link was attached.

Attached By

The user who attached the file or link.

How to access this dialog box:

1. Expand the Contract Information folder in the Project View and click Contracts - (Budgeted, Committed, Funding), Proposals, or Change Orders.
2. From the log window, either choose a document from the list or click Add Document .
3. From the document window, click the Line Items tab.
4. On the Line Items tab, click either Add Lump Sum or Add Unit Price.

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