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

Enter the description and scheduled value (the full contracted amount for this scope). The unit of measure is set on the catalog item and inherited automatically.

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.

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.