Maintaining Cost Estimate Items for a Planning Group

The Cost Estimate Items tab on the Planning Group Summary lists cost estimate items associated with the planning group. Any conceptual estimates created from the planning group will include the associated cost estimate items.

Each row includes an Actions button and displays information in these fields:

• Cost Estimate Name

• Line

• Item

• Description

• Budget Class

• Grouping Code

• Quantity

• Ext Amt

To add one or more cost estimate items to the planning group, click the Select Cost Estimate Items button. The system displays a modal window for selecting cost estimate items. Click the rows for the cost estimate items you want to add, and then click the Add to Planning Group button. The system closes the modal window and adds the selected cost estimate items to the list.  

To remove a cost estimate item association from the planning group, select Delete from the Actions menu on the item row. To reverse the deletion, click the Undo button.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

To view or change for a cost estimate item, select Open from the Actions menu on the cost estimate row. The system takes you to the Cost Estimate Items tab on the Cost Estimate Summary (see Maintaining Items for a Cost Estimate).

Related topics:

Adding a Planning Group

Maintaining a Planning Group