Adding Line Items to a Project                                                                                                                                                                                                                  Project Management.Add Line Items to a Project (70)

Before you can select or price a product, you must first create a project. Please see the topic entitled Creating a New Project for information on how to create a project.

Once a project has been created you can add items to the project. After logging in to the CMSC click Projects from the menu bar to view the Projects page. Locate the project that you wish to add a line item to an click the schedule  icon.

To add a line item, select a Product Type, Category and Model, then click the “Add Model” button. The “Design Requirements” screen will appear and selection criteria for the line item can be entered. The Notes field is for reference only and will not appear in the order. Starting with version 3.3.40 of the ClimateMaster Solution Center the system will check the expiration dates of the line item(s) you are attempting to add to a project. If the line item has expired or has been discontinued, it will no longer show in the available list of models when attempting to select the model from the Equipment Schedule page. For more information regarding discontinues models please view the help topic entitled Discontinued Models elsewhere in this document.

The fields that appear in this set of boxes will depend upon the specific model and category of unit that you selecting. After the fields are filled in, click  to display a list of possible selections based on your selection criteria.

If no units match the criteria specified you will receive a Selection Diagnostic pop-up that will explain the reasons why no units were available using your selection criteria. See figure below:

If you receive a Selection Diagnostic pop-up click the  button to return to the Possible Selections screen and then click  again to be returned to the Design Requirements screen. Modify your selection criteria and try again.

Once you have successfully entered the design criteria a list of possible selections will be displayed. This list displays all the possible sizes that fit into the criteria specified.

Select the item that best meets your requirements by clicking the button at the top of the grid. This will select the unit/size and then redirect you to the Selection Summary page.

If you are satisfied with the selection click, otherwise click  to go back to the Design Requirements page.

The new line item may now be selected or priced (see next section) or you may repeat the steps to add additional line items. For most efficiency, it is highly recommended to completely select and price the first line item with all the options selected. Then copy that line item to create additional line items. Using this method will save you time because all the options will be copied to new line items. Otherwise, you will need to select options for each line item.

If you want an assistant (another user) to help you do the takeoffs and/or pricing and selecting, assign that user to this project. To do this, click the  button and a list of current project users will appear. Add whatever users you wish to your project.