Enter values for UBS codes

  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab or the Estimate tab, click Define on the speedbar and select UBS Codes.
    Note: Alternately, click Define on the speedbar and select Globals. Then click UBS Codes.
  3. From the View Codes field, click to select the UBS code for which you want to enter items.
  4. Click New.
  5. In the Code field, enter the value of the first item for the UBS code. Note that this value can be a maximum of 10 characters.
  6. Select the Auto-Increment by checkbox to create the next code by adding a specified value to the current code each time you click Add. If you select this checkbox, enter a value by which to increment.
    Note: The information you entered for the previous value remains the same for the new value.
  7. In the Description field, enter a text description of the value.
    Note: The Quantity, Units, and Baseline fields are not currently used in the application.
  8. Click Notes to add additional comments for the value.
  9. Click Add to add the value to the UBS code.
  10. Repeat steps 5 - 12 until you have added the appropriate values to the UBS code.
  11. Click Cancel.
  12. Click OK.