Gear Menus for Summary Line Item

The following explains the functions of the Gear menus when you select the Summary Line Item and click the Gear menu (in the first column).

Option	Enabled/ Disabled	Description
Insert Line Item…	Enabled	If you highlight a Summary Line Item and click this option, then the system inserts another Summary Line Item row above the highlighted row.
Insert Multiple Line Items…	Enabled	If you highlight a Summary Line Item and click this option, then the system inserts multiple Summary Line Items.
Insert Costed Line Items…	Enabled	If you highlight a Summary Line Item and click this option, then, you can add Costed Line Items below the highlighted row.
Add Remaining…	Enabled	If you highlight a Summary Line Item and click this option, then the system launches the CBS Picker window. When you select the CBS code, the system adds a Costed Line Item, with the Short Description field auto-populated from the Short Description of the Summary Line Item, and the system calculates the value in the Amount field as Non Costed Amount - Costed Amount. The system inserts these Line Items at the end of the Costed Line Item for that parent/Summary Line Item. This option is disabled when the Costed Amount = Amount in the Costed lines.
Paste	Disabled (until you perform a Copy)	If you highlight a blank row and perform a Paste action, then the system inserts the Summary Line Item and the Costed Line Item above the highlighted Line Item. You can insert the Summary Line Item and the Costed Line Item between Summary Line Item, also. If you select a Summary Line Item, the system inserts the Summary Line Item above the highlighted row. You cannot perform a Paste action for more than one Costed Line Item. When you perform a Paste action, the system updates the number of each Line Item, after you click Save. When you click Save, the newly pasted Summary Line Items appear at the end of the Line Item list.
Copy	Enabled	If you highlight a Summary Line Item and click this option, then you copy the Summary Line Item and the associated Costed Line Items. If you highlight a Summary Line Item and a Costed Line Item, from a set of Costed Line Items, and click the Gear menu > Copy, then the Summary Line Item and all the associated Costed Line Items are copied. Example Line 1 has 1.1, 1.2, and 1.3. You select Line 1 and click copy. When you paste, the system inserts Line 1 along with 1.1, 1.2, and 1.3 in the Grid.
Remove	Enabled	If you highlight a Summary Line Item and click this option, then the Summary Line Item and all the associated Costed Line Items are removed.

See Also