How to Add Provisional Items

1. Open the desired Contract, Tender, or Quote and select the “Provisional Items” tab:

2. Add provisional items:

  • Item Name
  • Unit Type
  • Unit Price
  • Description (optional)
  • Quantity (optional)

For more detail on organizing items and creating subcategories, see the Create a Schedule of Pricing document on the link below:

You can also upload an Excel file into your Provisional Items tab. Learn how to import an Excel file below:

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