The form is locked because a bill exists or the agreement / DNIT is finalised. Close it with the window’s X. To edit, remove the downstream stage first. See MR Justification.
New items go only into the ‹New Item› bucket (Additional_NS_Items), so Add is enabled only when ‹New Item› is selected in the Source dropdown. Existing schedule items are changed with Edit.
Make sure it was added as a Leaf (Parent / Sub-Parent rows have no unit/rate), and that it has a unit. Give it a rate analysis from the AoR editor if it needs one.
lists the stages in workflow order. A stage can only be deleted after the stages that depend on it — deletable stages show in red, blocked ones in amber with the reason implied by their position (delete the later stage first), absent ones are greyed.
All calculation cells accept digits and a single decimal point only. In a bill, the grid additionally enforces Part Rate Qty ≤ UD Qty and Part Rate ≤ Agreement Rate; the reason is shown in the status bar.
Click Generate. If it stays blank, the Microsoft Edge WebView2 runtime may be missing — use Save as PDF or Print instead. See Reports.
That is intentional — the software’s screens are protected from capture and recording. For a demo or a training session the protection can be lifted temporarily from — it asks for the vendor password, so contact your supplier.
| Action | Key |
|---|---|
| Open Project | Ctrl+O |
| Estimate Add items | Ctrl+E |
| Analysis of Rates | Ctrl+F |
| Justification of Rates | Ctrl+J |
| Comparative Statement | Ctrl+C |
| Agreement | Ctrl+A |
| Contractor Bill | Ctrl+B |
| Report Preview | Ctrl+P |
| SoR / AoR / Basic Rates editors | F1 / F2 / F3 |
| Calculator | Shift+Ctrl+F12 |