Maintaining Cost Estimate Item Price Tasks

A price task is a method of calculating the price of an item. A task group is a collection of price tasks.

Click the Cost Estimate Items tab on the Cost Estimate Summary and expand the row for the item you want to review. Click the Details button to the right of the Price field, and then the Maintain Item Price Task link.

Alternatively, on the Item Pricing Worksheet, locate the item and click the Details button to the right of the Unit Price field for that item. Then, click the Maintain Item Price Task link.

Click the Line field and select an item line number. Or, use the arrow buttons on the right side of the subheader to scroll through all the items in the cost estimate.

You can view information in these fields:

Cost Estimate Name Line Quantity Unit of Measure

Price Supplemental Description Item

Quick Links

Quick links are displayed in blue text below the Menu Bar and above the webpage title. These links allow you to quickly jump to application pages related to the current page.

• Cost Estimate Items - See Maintaining Items for a Cost Estimate

• Item Pricing Worksheet - See Managing Cost Estimate Items in a Worksheet.

 

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Select Links to manage links. See Working with Links.

 

In the Bid Based Task Detail section:

This section displays the information recorded for the bid-based task associated with the cost estimate item. You can view or change information in these fields:

Select the Active field to include the price in the cost estimate. Clear the Active field to remove the price from the cost estimate. See Selecting Prices to include in a Cost Estimate.

• Note: If your agency has set the Prohibit Multiple Active Price Bases agency option to Yes, the item can have only one price task active at a time unless the active price tasks are in the same task group.

Click the Save button when you are finished.

In the Reference Price Tasks section:

This section displays a row for each reference price task associated with the cost estimate item. Click the New button to add a new reference price task for the cost estimate item.

Select Copy Reference Item Reference Price Tasks from the list Actions menu next to the New button to copy one or more reference price tasks from a reference item. See Copying Reference Item Reference Price Tasks.

Select Copy Estimate Item Reference Price Tasks from the list Actions menu next to the New button to copy one or more reference price tasks from another cost estimate item. See Copying Estimate Item Reference Price Tasks.

You can view or change information in these fields:

You can edit price task information for items, and select which items to include in the cost estimate. See Understanding Calculations for Pricing Cost Estimate Items.

Click the Save button when you are finished. 

 

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Duplicate Row to copy a record. Click the Save button.

Select Insert Row on the row above where you want a new row to display. The system adds a new row directly below the selected row. Click the Save button.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

 

In the Cost Based Tasks section:

This section displays a row for each cost sheet price task associated with the cost estimate item. Click the New button to add a new cost sheet as a price task for the cost estimate item.

Select Copy from Reference Cost Sheet from the list Actions menu next to the New button to copy a reference cost sheet as a price task for the cost estimate item. See Copying from a Reference Cost Sheet.

Select Copy from Cost Estimate Cost Sheet from the list Actions menu next to the New button to copy an existing cost sheet from a different cost estimate. See Copying from a Cost Estimate Cost Sheet.

You can view or change information in these fields:

You can edit price task information for items, and select which items to include in the cost estimate. See Understanding Calculations for Pricing Cost Estimate Items.

Click the Save button when you are finished. 

 

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Duplicate Row to copy a record. Click the Save button.

Select Insert Row on the row above where you want a new row to display. The system adds a new row directly below the selected row. Click the Save button.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Copying Reference Item Reference Price Tasks

To copy one or more reference price tasks from a reference item:

1. In the Reference Price Tasks section, select Copy Reference Item Reference Price Tasks from the list Actions menu next to the New button.

2. On the Copy Reference Item Reference Price Tasks modal window, click the rows for the price tasks you want to add.

3. Click the Reference Item Reference Price Tasks button.

   The system closes the modal window. The Price Task field displays the next available sequential number for the new price task. The price tasks are added as inactive.

4. Select the Active field to change the status of one or more price tasks, if needed.

5. Click the Save button.

Copying Estimate Item Reference Price Tasks

To copy one or more reference price tasks from another cost estimate item:

1. In the Reference Price Tasks section, select Copy Estimate Item Reference Price Tasks from the list Actions menu next to the New button.

2. On the Copy Estimate Item Reference Price Tasks modal window, click the rows for the price tasks you want to add.

3. Click the Copy Estimate Item Reference Price Tasks button.

   The system closes the modal window. The Price Task field displays the next available sequential number for the new price task. The price tasks are added as inactive.

4. Select the Active field to change the status of one or more price tasks, if needed.

5. Click the Save button.

Copying from a Reference Cost Sheet

To copy a reference cost sheet as a price task for the cost estimate item:

1. In the Cost Based Tasks section, select Copy from Reference Cost Sheet from the list Actions menu next to the New button.

2. On the Copy from Reference Cost Sheet modal window, click the rows for the cost sheets you want to add, and enter a unique name for the cost sheet in the Name field.

3. Click the Copy button.

   The system closes the modal window. The new cost sheet is added to the list with the name you specified.

Copying from a Cost Estimate Cost Sheet

To copy an existing cost sheet from a different cost estimate:

1. In the Cost Based Tasks section, select Copy from Cost Estimate Cost Sheet from the list Actions menu next to the New button.

2. On the Copy from Cost Estimate Cost Sheet modal window, click the rows for the cost sheets you want to add, and enter a unique name for the cost sheet in the Name field.

3. Click the Copy button.

   The system closes the modal window. The new cost sheet is added to the list with the name you specified.

Click the Save button when you are finished.

Related topics:

Maintaining a Bid-Based Task

Maintaining a Cost Sheet Price Task

Working with Reference Price Tasks for Cost Estimate Items