Working with Line Items

Line items are the schedule of values for a project: the contracted breakdown of scope into billable units. Pay applications are built against these line items.

Before You Start

Make sure your project is set up. Line items can be added during project creation or at any time before the first pay app is submitted.

Steps

1. Open the Line Items tab

Navigate to your project and click the Line Items tab.

2. Click Add Line Item

Click Add Line Item. You can pick from your organization's catalog or create a new item from scratch.

3. Fill in the details

Catalog item: type to search your org's catalog and pick a match. Selecting one locks the unit and pre-fills the name. Leave blank to create a standalone line item.
Name / Alias: the display name used in this project. Defaults to the catalog item's name when one is selected; edit freely without losing the catalog link. The label changes to Alias when a catalog item is linked.
Unit: locked to the catalog entry when linked; choose freely otherwise.
Contracted amount and Price per unit: enter the scope quantity and rate.

4. Save

Press Enter or click the checkmark to save. The line item is immediately available for billing in pay apps.

5. Set application dimensions (optional)

For line items measured in LF or SF, open the Activities modal (click the activities icon on the row). A Application Dimensions card appears above the tabs. Enter depth and/or width using any supported unit (inches, mil, mm, or cm for depth; inches, mm, cm, or ft for width). Values are stored in inches automatically. Click Save Dimensions.

6. Copy activities back to the catalog (optional)

After refining a line item's activity breakdown in a project, you can push those activities back to the org-level catalog so future projects inherit the same breakdown. Open the Activities modal, adjust the activities as needed, then click Copy activities to catalog. The catalog entry's default activities are replaced immediately. Existing project line items are not affected.

Editing After Submission

Line items can be edited freely until the project's first pay app is submitted. After that, changes to scheduled values must go through a Change Order. See Managing Change Orders.