When setting up your project, you can manually create pay items or quickly import your pay items by uploading them from a Microsoft Excel spreadsheet.
1. In the Actions menu, select the upload icon to upload the Excel spreadsheet.
2. Drag and drop your Microsoft Excel spreadsheet or select browse to upload it.
3. Select the New import option.
4. After the spreadsheet is uploaded, choose the columns you want to see.
Because the project has not started, pricing is unlocked. This means you can:
• Add new pay items
• Enter price and quantity for each item.
When you are done adding details, your pay items show the current values that were entered.
After you are done with your list and ready to move forward, lock in your pricing. To lock pricing select Actions > Lock/unlock price > Lock price. This saves the changes as the original pricing for the project. If you are not ready to lock all items, you can also select the individual pay items and lock or unlock them from the Actions menu.
After the pricing is locked on a pay item, the pay item's price can only be edited through a contract adjustment.
Partial locking is available. When set, you can add pay items at any time during the project life cycle, and you can lock each pay item individually after you enter the price is entered for that pay item.
Additional Information
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