Adding Project Items (Quick Add)

If you have many items to add to the project, you can add them using the Add Project Items component. The Add Project Items component allows you to quickly locate specific reference items and add them to a project.

Follow these steps to add items to the project:

1. On the Project Category and Item Summary, click the Items tab, and select Quick Add Items from the list Actions menu.
   
   The Add Project Items component opens with a single row of a rolling list displayed. All fields in the row are blank.

2. Click in the Cat ID field, and select the category to which you want to add the item. (This field might not be available if your agency has not set the agency option to require a category.)

3. Tab to the Item field, and type criteria to search for the items you want to add. You must type a minimum of three characters to begin the search. You can search by Item ID or Description.
   
   The system displays a list of records for all the items that match your search criteria.

4. Select the item in the list that you want to add.

5. If the associated proposal is in the Addenda phase, the system displays the Prop Line Num field. Enter a value in the Prop Line Num field if appropriate.

6. Tab to the Quantity field, and enter the quantity for the new item.

7. Tab to the Supp Descr field, and enter a supplemental description for the project item, if needed.

8. If you want to add another item, press the Tab key again to create a new blank row (or click the New button).
   
   The system adds a new blank row to the bottom of the rolling list.

9. Continue following the same steps to add as many items as needed.

10. When you are finished, click the Save button to add the items to the project.
    
    The system displays a message to confirm that the new items were saved in the database.

Related topics:

Managing Project Items