In an American Contractor Bid, Item information can be added or edited directly from the Summary list.
To Add or Edit an Item, either go to Edit > Edit or Edit > Add Item. Additionally, the Edit/Add Item window can be assessed by right-clicking an item and choosing Edit Item or Add Item.
ITEM: The filed displays the Item name. If adding an Item, the user can enter in an Item name to the field.
COMMENT: This field can be used to enter in comments about the Item.
WBS: This section of the window allows the user to assign the Item its Work Breakdown Structure elements.
QUANTITY: The quantity of the item.
UOM: The Unit of Measurement used for the Item.
EDIT NOTES: Using the Edit Notes button will open another window where the Item’s General, Specification, Customer, and Vendor Notes.
Cost Type: This window section’s title will change depending on which Cost Type the Item is set to in the WBS section. For example, if the Item’s Cost type is set to “Material,” the section’s title will be the same. If the Cost Type is set to “Labor,” the section becomes inactive.
UNIT: The Item’s unit type can be set in this field.
ADJUSTMENT: Any adjustment value can be entered into this field.
UNIT COST, EXTENSION, BURDEN: These fields display the relevant Item information and can not be edited.
TAX BUY, TAX SELL: If any of these conditions apply for the Item, click the relevant check box.
Labor: This window section contains the Item’s Labor information.
UNIT: The Item’s unit type can be set in this field.
DIFF FACTOR: A value can be entered into this field.
RATE: The labor rate can be entered in this field.
HOURS, EXTENSION, BURDEN: These fields display the relevant Item information and can not be edited.
TAX BUY: If this condition applies for this item, click on the check box provided.
Profit and Overhead: This window section displays values related to the Item’s Profit and Overhead. The Profit and Overheadbutton can be used to alter an item's profit and overhead.
TOTAL COST, PROFIT, OVERHEAD, BID AMOUNT: These fields display the relevant Item information and can not be edited.
OK: After you finish modifying the American Contractor Bid Item; use this button save the changes.
CANCEL: This returns you to the American Contractor Bid screen without saving any changes.