Create New Item Dialog
Use the Create New Item dialog to create pay items or indirect items manually within an estimate for specialized bid requirements.
The Create New Item dialog helps you create new pay items or indirect items on the fly inside an estimate. This is useful when your bid requires specialized items that do not need to be stored in a database for future use.
Using the Dialog
- In the Create New Item dialog, select Pay Item or Indirect Item for the type of item you want to create.
- Indirect item appears only if you select By detailing the cost using indirect items under Indirect Cost Settings in Estimate Options.
- Enter values (or make selections) in the fields you want to record. The required fields are Description, UM, and Cost Method.
- Select Add to add the new item to your estimate.
- Repeat the process as necessary to create additional items, then select Close.
Field descriptions - Item type: Pay item
| Field | Description |
|---|---|
| Change Order | This drop down menu appears only when an estimate has one or more change orders. The new item will be created for the selected change order, or the original estimate if (Base Bid) is selected. |
| Item number | Enter a number for your new item. This item number will appear on the printed bid form. |
| Line number | Enter a line number for your new item. Line numbers may be used for ordering, and may optionally be displayed on the Private Bid Form. |
| Description | Enter a description for your new item. This is the description that will appear on the bid form. |
| Bid quantity | This is the quantity that will appear on the printed bid form. Each item's unit price is multiplied by its bid quantity to arrive at its total price. |
| Takeoff quantity | In a bid which has been configured to use takeoff quantities as its cost basis, this quantity is used to calculate direct costs and total takeoff prices. |
| UM | Select a unit of measure for your new item. |
| Cost method | Choose the appropriate level of detail for your new item. Choices are:
|
| Work type | Select a work type from the combo box, or type in a new work type. |
| Work subtype | If you have selected a work type for your item, you may also select a work subtype from the combo box, or type in a new work subtype. |
| Unit cost | Cost per unit. Available only when Cost method is Plug or Subcontracted. |
| Subcontracted unit cost | Cost per unit. Replaces Unit cost when Cost method is Comparison. |
| Job cost ID | Select a job cost IDs from the combo box, or type in a new job cost ID. |
| Phase | Type in or select a phase for your new pay item. |
| Alternate | Type in or select an alternate for your new pay item. |
| Worker's comp code | The worker's comp ID code, typically a three- or four-digit number and a short description. |
| Work region | The work region used to establish worker's comp codes and rates. |
Field descriptions - Item type: Indirect item
When creating a new Indirect item, a Description is required.
| Field | Description |
|---|---|
| Item number | Enter a number for your new item. This item number will appear on the printed bid form. |
| Description | Enter a description for your new item. This is the description that will appear on the bid form. |
| Quantity | This is the quantity that will appear on the printed bid form. Each item's unit price is multiplied by its quantity to arrive at its total price. You cannot edit the Quantity when you select Calculated as the cost method. The value is automatically set to 1.00. |
| UM | Select a unit of measure for your new item. You cannot edit the UM when you select Calculated as the cost method. The value is automatically set to LS. |
| Cost method | Choose the appropriate level of detail for your new item. Choices are:
|
| Work type | Select a work type from the combo box, or type in a new work type. |
| Work subtype | If you have selected a work type for your item, you may also select a work subtype from the combo box, or type in a new work subtype. |
| Unit cost | Cost per unit. Available only when Cost method is Plug or Subcontracted. |
| Subcontracted unit cost | Cost per unit. Replaces Unit cost when Cost method is Comparison. |
| Job cost ID | Select a job cost IDs from the combo box, or type in a new job cost ID. |
| Worker's comp code | The worker's comp ID code, typically a three- or four-digit number and a short description. |
| Work region | The work region used to establish worker's comp codes and rates. |
