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Adding Line Items

You can add one or more line items to Proliance documents on their Schedule of Values or the Line Items pages. Click Edit to add a new line item to the list.

When you add a line item to a contract, change order, auto-commit invoice, or cost event, you can also add one or more cost account allocations, provided that BCM integration has not been disabled. For more information, see "Allocating Line Items to a Cost Account".  

To add a line item

  1. Open the document to which you want to add a line item.
  2. Click either the Schedule of Values or Line Items pages and then click Edit.
  3. Click Add or Add Row.

    4. Proliance adds a blank line item row. For more information about the columns for each type of line item, see "About the Schedule of Values Page" or refer to the Line Items page for the specific document type.

Note:

  • When you add line items to a pre-commit contract or a related change order, they appear on the invoices that you subsequently create for the contract.
  • You can add line items as long as current state of the contract or change order is Draft, Pending Acceptance, Pending, or Pending Approval.
  • Note that if you add information related to unit prices, it will only be visible if the "Show Unit Prices" option is selected. On some templates, unit prices may be visible by default.
  • By default, Proliance applies the contract currency and exchange rate to each line item. All of the line items must have the same currency as the contract.
  • If there is not yet a contract currency, you must assign one before Proliance lets you add line items. For more information, see "About Contract Currency".