The record must be in Edit mode to enter line items.
To enter line items on the Risk and Issues Record
- Click Edit if the Risks & Issues record is in read-only mode.
- In the Line Items section click Add or Grid. The Line Item form opens.
- Complete the Line Item form according to the Line Item table below. You must complete all required fields on each line that you enter.
- Click Save (if using the grid) or OK (if using the Line Item form) to save the form. The Line Items form close.
If you are using the grid and do not click Save before closing it, you will lose your line item changes.
Line Item Table
In this field | Do this |
|---|---|
Tab Name | You can enter a tab name. |
General block |
|
Cost Code* | This is a required field - Select the cost code using the cost code picker. |
Code Name | This field is auto-populated from the cost code. |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item |
Amount | Enter the Amount. |
Line Item Status | Select the line item status. |