Use this subtask to autoload a list of items for a given Project Contract Line Item Number (CLIN) into the main screen table window. Once you have established each item cost element, you can assign items by CLIN for a given project in the CLIN Information screen in Costpoint Project Setup. You can autoload more than one project CLIN for a given proposal/revision combination.
The proposal ID, revision, description, customer ID, and customer name display from the main screen.
Enter, or use Lookup to select, the project ID and revision (if applicable) that contains the CLIN information that will be defined in the CLIN field. If the project does not contain any CLIN information and you enter the CLIN, the system will display a message indicating that no information can be found. In this case, check the CLIN Information screen in the Unit Pricing menu in Costpoint Project Setup to make sure the project/CLIN information is established.
Enter, or use Lookup to select, the Contract Line Item Number (CLIN) associated with the project/revision.