- Open a job in the Manage Estimates screen.
- Open the Catalog tab.
- In the Catalog field, select the catalog to which you want to add the item.
- Select the folder where you want to create the financial cost item.
- Select Add
on the speedbar. - In the Type field, select the Cost Item option button.
- In the field to the right of the Cost Item option button, select the type of cost item to add. The cost item type you select for a financial cost item determines where its cost will be subtotaled in the estimate and in reports.
- In the Reference field, enter a reference number for the financial cost item.
- In the Description field, enter a description for the financial cost item.
- Select the Auto increment reference number by checkbox to have the Estimating module automatically increment the reference number for the next item added
- If you selected the checkbox in the previous step, enter the number by which to increment the reference number in the field to the right or select
to increase or decrease the number. - Select the Edit item detail after add checkbox to edit the cost item immediately after you create it.
- Select Add.
- If you selected the Edit item detail after add checkbox, proceed to the next step. If you did not select the Edit item detail after add checkbox, skip to the last of these steps.
- Complete the fields as described on the Cost Item Screen Field Reference
- Select OK.
- If needed, you can continue adding new items by repeating these steps.
- Select Close.