Lessons
Item Operations
To perform various operations with cost estimate items, you can open the context menu by right-clicking on an item.
Adding Items
For example, you need to add an item or sub-item. To do so, select the relevant item in the menu.
As an example, let us add a few items to item 2. When you click Add Sub-Item, a warning will appear because the item already has planned data, and it will be deleted when you add a sub-item.
Next, enter a name and set the type of costs. Click Save, and the item will appear in the list. Similarly, we will create a few more as an example. Learn more on adding items in this module.
Moving Items
Next, we can change the location of items, move them, for example, up or down, or even to another part of the cost estimate.
To move an item to another part of the cost estimate, click Move and enter the new item number where you want to move it to. For example, let us move item 2.2 to a sub-item of item 1.
The item has been moved. Similarly, you can move sections of the cost estimate with sub-items.
Deleting Items
Next, you can delete an item or all sub-items in this item. You can also delete an item through unit actions described in detail in this module.
Adding Costs
You can also add payments and accruals to this item, and cash flow. A cash flow can be added to a parent item. In this case, the planned values of associated items will be allocated. Learn more about cash flow in this module.
Locking Items
You can lock an item to prevent adding accruals or payments. To do so, select a relevant item and check the relevant boxes in the pop-up window.
After saving, a lock icon will appear next to the item. You can unlock the item in the same menu.
Imports from the Scheduling Module
You can also import items from the Scheduling module, if you have a linked project. Learn more about this feature in this module.