Template Management

Task Update: Materials

The Task Update: Task Materials page lets you add a contract item to multiple tasks one at a time. A contract item is a product or service you’ve negotiated with your supplier. This page also provides an overview of the tasks that do not have materials or services associated with them.

 

To assign contract items to tasks:

  1. If needed, click the Template link and select a different template.

  2. In the Add Item column, click the appropriate check box for each task you want to add an item to, or click the Check All button to select all tasks on the list.

Tasks without a check box represent reminder tasks which do not need items.

 

  1. Scroll down to the bottom of the page and type a Description, Quantity and Unit Price for the item.

  2. Click the Add Contract Item to Task(s) button.

  3. To add specific materials or services to a task, click a task link to open the Template Task page.

 

Related Topics