Add Scope Items to the Procurement Item

Contents

After creating a procurement item, you should first add the individual components (scope items) that make up the procurement item up for bid.

New scope items appear in the left column of the Bid Tabulation tab. You can add as many scope items as necessary to the procurement item.

To add scope items to the procurement item:

1. In the procurement item, click the Bid Tabulation tab and click Add next to Scope Items to open the Add Scope Item Dialog Box.
2. From the Cost Code drop-down list, select the cost code for the scope item.
3. In the Title field, enter the title for the scope item.
4. Enter the Quantity and Unit Price information, or enter a Lump Sum.
5. Click Add Sum Item to add sub-items to the scope item. See Add Sub Items to Scope Items.

   Note: Click Add Detail Items to the left of the sub item to which you want to add a detail item. See Add Detail Items to Sub Items.

6. Add any comments to the Comments field.
7. Click Save and Add Another to add more scope items or click Save and Close when finished.

Tips:

Click Re-Sync to recalculate the values in the Total column to make the values at the top level equal the values entered in the sub-levels. Clicking Re-Sync "rolls up" the values from the sub-levels, and recalculates the top level values. This is beneficial in instances where the top-level values were entered before the lower values, and thus may no longer match those values. See Procurement Overview for more information on top-down/bottom-up calculations and Re-Sync.