To add a new part to the library
Parts are added to the library within the Parts Tool.
- Click the Add button.
- The Part Editor will appear with no data present. Begin by selecting the category with which you want to classify the part from the Category List.
- Type a part description into the Part Description Box.
- Click here The information defined in the Cost Formula Info section of the Part Editor determines how a part's costs are determined. for details on how to use the Cost Formula Info when defining a part. Then follow these steps:
I. Select whether you want the part to be calculated as a company amount or a sub contractor cost.
II. Select the appropriate unit type. Recall that "Hours" type parts are strictly labor costs and do not require any material costs but rather just an Hourly Labor Rate (HLR). "Dollars" type parts take on the exact dollar value of the quantity entered for the part in the Project Manager (such as for budgets, miscellaneous costs, or allowances). The other part types incorporate a material cost AND/OR an associated labor cost for installation.
III. Enter the data required to define the type of part you have selected.
- If you would like to define text associated with the part for display in the project specifications section of the proposals, then enter text into the Preliminary Part Text Box, Formal Part Text Box, and/or Subcontractor Part Text Box. Try using the Auto Text buttons "P, Q, U, D" to simplify the entry. The text associated with each of the buttons is as follows:
- P = "Provide and install " - this is the default text, but may be edited with the Options Tool, under Preferences/Miscellaneous.
- Q = "[qty]" - this text takes on the actual numeric value of the quantity of this part included in the project when the proposal is generated.
- U = "units of " - this inserts the plural text of the unit type of the part, followed by the word "of".
- D = "part description" - this inserts the part's description.
- Select the appropriate settings in the Part Ranking Info section.
- If you would like to define an image and caption to be associated with the part under the Image Gallery outro boilerplate heading, then you may do so in the Part Image Info section.
- Click the Save button. The new information will be saved and you will be returned to the Parts Tool screen.