Add line items using the Grid

1 On the BP form, select the tab containing the line items you want to add to.
2 On the Line Item window, click the Grid button. The Grid window opens, showing a new, empty row at the bottom of the list to use for the new line item.
3 To enter data into the grid, double-click a cell in the new row. The cell opens for editing.

As soon as you begin adding a line, a change icon appears in the first column as a reminder that a line item has been added to the record, and the Save button becomes active.

 

 

4 Fill in the fields on the grid as necessary.
5 (Optional) To include an attachment to a line item, click the Attach button.

An upload window opens.

a Click Add and navigate to the file you want to attach.
b Select the file, click Open, then click Upload.
c When the upload is complete, click Close.
6 To save the line item to the record, click Save.

When you save the line item, Primavera Unifier refreshes the grid view, removes the change icon, adds the line item to the list, and inserts a blank line at the bottom of the list for another new line item. It also updates the line item list on the BP form.

7 To add additional line items, repeat steps 3 through 6.

 

 

 

 


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