Add/remove/edit estimate line items

Linarc allows you to add more line items, edit the values, and remove unwanted line items from a saved estimate at any time until it is. The finalized estimate can be locked to protect it from any accidental changes.  Once locked, you cannot make any edits. Any additions to the estimate can only be made through change orders.

To edit the saved estimate

• Ensure that you are in the Estimate screen, if not;
  • Click the app launcherand select 'Finance.'
  • Click 'Estimate' on the top and 'Estimates' on the left.

You can:

• Add a new line item
• Edit line items
• Remove unwanted items

Add a new line item

• Click the 'Add Row' button at the bottom

A new blank line is added at the bottom of the table.

• Enter the values for the fields as explained on the page Set up the project budget:
  • Cost Code - Click inside the cell and choose the code from the 'Company Task Codes' pop-up.

Note:
The 'Company Task Codes' list contains only the cost codes in your company's master list. Contact your administrator to include the missing code if the code/division/category you want to select is absent.

Tip:
Use the search box at the top to search for the cost code you want to select.

• Click the 'Save' button at the top right after adding the values in the other fields to add the line to the project budget.

Edit line items

You can edit cost codes, quantity, unit of measure, manhours and cost values in any line item of the estimate until it is locked. This is helpful to correct any typographical errors, revision of budget amounts, etc.

To edit a line item

• Click on the row/cell to edit the details. 
• Click the 'Submit' button to save the details.

Remove unwanted items

• Click the button in the 'Actions' column in the right extreme to remove the line item.