Adding a line item template into project management processes saves you time while providing clarity. With this, you can provide a structured format for detailing projects, costs, or changes. This minimizes the risk of errors. Additionally, a standardized line item template helps subcontractors to easily track and understand project requirements.
Here is a step-by-step guide on adding Line Item Template:
Step 1: Login to your account using your registered email and password
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Step 2: Go to the dashboard and take the cursor to “Projects/Jobsites.” From the drop-down list, select “Add Line Item Template.”
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Step 3: Click on “+Add New” at the top right corner.
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Step 4: Add details for the Line Item template. Click “Add New” at the bottom right.
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You will get a success message.
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Step 5: If needed you can Edit and update the line item template. For this, click on green edit icon under Action.
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Once edits are done, click on “Update.”
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Now, you can add line items directly from the template without any need to fill everything from the start when posting a project or job site for a subcontractor.