Adding Sub Contract Lines and Items—Key Exercises

Basic Data Setup

Basic Data for Sub Contract

Purpose: The purpose of this exercise is to show you how to set up some basic data for sub contract.

Windows:
Sub Contract Basic Data

1. Open the Sub Contract Basic Data window.
2. Create the basic data that should be associated with your contract lines and items.

General exercise for Sub Contract Basic Data and Requirements

Required Data

Creating Sub Contract

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Create the sub contract.

General exercise for Creating Sub Contract

Main Exercise

Purpose: The main purpose of this exercise is to show you how to create a Work Breakdown Structure (WBS) with lines and items for a sub contract. Here, we will define lines and items for the work, material and services that will be utilized to install a central air conditioning system for your high-rise building.

Windows:
Sub Contract

Adding Sub Contract Lines and Items

1. Open the Sub Contract window.
2. Populate (F2) or query (F3) for the sub contract name Central Air Conditioning.
3. Click the Items tab.
4. Create a new record in the upper table of the window (F5).
5. Enter a sub contract line using the information in the following table:

Note: The line and item numbers appear automatically once the record(s) is saved.

Line Number	Line Name	Line Description
1	Air Conditioning	Install Central Air-conditioning System

6. Save the record (F12).
7. Select the row you created, and then create a new record in the lower table of the window. Enter 4 sub contract items using the information in the following table:

Item Number	Item Name	Item Description	Item Type	Item Currency	Value
1	Main cooling plant	Central air conditioning machinery	XXMAT	USD	10,000.00
2	Installation	Air ducts, air-handling units and vents	XXLAB	USD	30,000.00
3	Fabrication	Fabricate air ducts	XXLAB	USD	20,000.00
4	A/C	Air-condition unit	XXMAT	USD	50,000.00

8. Save the records (F12).