Managing Project Items in a Worksheet
In this Topic
The Project Item Worksheet lists all the items in the project and provides a quick way to enter and change item information. To access this component, go to the Project Summary and click the Item Worksheet quick link.
For information about using the standard features of a worksheet, see Working with Worksheets.
The current Project Item Total is displayed above the worksheet. Each row in the worksheet represents an item in the project. You can view or change values in these fields:
Prop Line Num, in addenda phase only. See Adding Items During the Addenda Phase.
Note: When the project or resulting proposal is associated with a cost estimate and project items have been built, the Price field on this component is read-only. Modifications to the unit price must instead be made on the cost estimate.
The Price field includes the Price Lock icon. You can click the icon to clear or select the Price Lock Flag for the item.
When you change the value in the Quantity or Price fields, the system automatically recalculates the item's Extended Amount. The system hides the Project Item Total until the changes in the Quantity and Price fields are saved. When you add or change the value in the Price field, the system sets the Estimation Type for that item to Ad Hoc.
To change the Item ID, you must choose a new ID that has not passed its Obsolete Date and that has Spec Book and Unit System values matching those of the project. When you change an Item ID, the system automatically updates the item Description, Unit, and Bid as Lump Sum fields in that item record.
When you change the Item ID for an item that contains a reference price, the system updates the Price field with the new reference item price and sets the Estimation Type field to Reference. When you change the reference Item ID for an item that does not contain a reference price, the system clears both the Price and Estimation Type fields.
To delete an item from the project, select Delete button in the Actions menu on the item row.
When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.
If your agency runs the BAMS/DSS HREG profile, you can display a scatter plot for an item by selecting Open Scatter Plot from the Tasks section on the item row Actions menu. If a quantity is recorded for the item, that information is used as an additional parameter in the profile. The system displays the scatter plot in a new browser window.
Generating a Bid-Based Price for a Project Item
When you generate item prices, the system sends information about the item to a pricing service and updates fields on the Project Item Worksheet with the results. The information sent includes the reference item ID, quantity, spec book, and the primary county. The pricing service used to calculate prices depends on your agency installation and agency option settings.
- If your agency does not use Data Analytics, the system sends item information to the BAMS/DSS HREG (historical regression) web service. To generate prices, the agency options for defining HREG connection information must be set (HregLoginId, HregProfileName, HregValidationBAMSDSS, and HregWebServiceUrl).
- If your agency uses Data Analytics, the system sends item information to the AASHTOWare Project pricing service, unless the HREG agency options are set. If your agency sets the HREG agency options, the system sends item information to the BAMS/DSS HREG web service.
- Note: To generate prices, the Source of Item Prices field on the pricing profile must have a value other than Estimate.
To price an item in the project, select Price Item from the Tasks section of the Actions menu on the item row. The system updates the value in the Price field and changes the Est Type to either Regression or Average, depending on which estimation model is chosen. The Ext Amount is updated automatically. The value in the Project Item Total field is cleared until you save the page and the total is recalculated.
If no historical information is available for an item, the system updates the Price field with the reference price and changes the Est Type to Reference. If reference price information is also not available, the system leaves the price as it was.
Caution: If you have entered information in the Price Comments field for an item for which you generate a bid-based price, that information will be overwritten if the bid-based price also generates pricing comments.
Adding a Category to the Project
Follow these steps to add a new category to the project:
Select Add New Category from the Actions menu on the component header.
The system displays a modal window for adding categories.Type the Category ID and the Category Description.
If you want the category to be combined with other categories in the project that share the same section group, select the Combine Like Categories check box.
Click the Save Category button.
The system closes the modal window and adds the new category to the project.
Adding Items to the Project
The steps for adding items to the project depend on whether you are adding a single item or multiple items.
Adding a Single Item
To add a new item to the project, click the New button on the Project Item Worksheet. The system adds a new row at the bottom of the worksheet. All fields in the new row are blank.
You can also insert a new item row anywhere in the worksheet by selecting the row below which you want to insert the new item and clicking the Insert Blank Row Above icon in the row Actions menu.
You can also add an item by copying another item already in the list. Select the item row you want to copy and click the Copy Row icon in the row Actions menu.
To save the new item, you must enter information in the Item ID field. If your agency requires that every item in a project be assigned to a category, you must also select a value in the Category ID field.
If you add a project item that contains a reference item price, the system enters that value in the Price field and sets the Estimation Type field to Reference.
When you are finished, click Save to apply your changes to the database.
Selecting Multiple Items
To select one or more items to add to the project, follow these steps:
On the Project Item Worksheet, click the Select Items button.
The system displays a modal window for selecting items.In the Select Items modal window, use the Quick Find search box to locate the items you want to add or click Show first 10.
The system lists all the items that meet your search criteria.Click the row for each item you want to add.
The system adds a check mark beside each item you select and shades the row. To cancel a selection, click the selected row again.You can assign the same category to all selected items by setting the Category ID field at the top of the modal window.
When you have selected all the items you want to add, click the Add to Project button.
The system closes the modal window and adds the new items to the list on the Project Item Worksheet.
