Edit Item Properties

Overview

The ability to edit item properties is available through the Items Window.

 

Prerequisites

An item must have been added.

 

Edit Item Properties

To edit item properties:

  • Select the item by using the intelligent search bar.

  • Edit the desired field as explained in the Item Details Tab.

  • Select unassigned specification books and click on the right-arrow (>) to assign it to the item as desired.

  • Select assigned specification books and click on the left-arrow (<) to unassign it from the item as desired.

  • Click on the Save Button.

 

Notes

  • Item Number, Description, Status, Unit of Measure, and Item Bid Type are required fields.

  • Items that have been made inactive will no longer be available for users to add to project, but will continue to show up in historical projects and reports where they were selected before being made inactive.

  • Only standard items assigned to the Specification Book designated for a project may be added to a project.

  • When Lump Sum is checked the quantity of the item is always 1 and uneditable.

  • Two items with the same number may not be added to the same specification book.