Create a pay item group

A pay item group needs to be in the correct day for the reports for that pay item group. There are three ways to create a pay item group, and you can create as many pay item groups as you want using one or a mix of the three methods:

• Add From List (use when you know what pay items you are working with). This is the most common way to add pay items.

1. Click the Add From List button.

2. Either search for a pay item or select pay item(s) from the list.

a. Select a pay item in the drop-down list by clicking on it (will turn to a blue background when selected).

b. Deselect a pay item in the drop-down list by clicking it again (will turn back to a white background). 

3. After you have selected all pay items, click Accept, and it will create a pay item group with those selected pay items.

• Add From Previous (use when you have previously worked with the same pay item group):

1. Click the Add From Previous button.

2. Select the day and pay item group from the list.

3. Click Accept, and it will copy the pay item group from the previous date to the current day. 

• Add From Map (use when you don’t know what pay items you are working with to see a map of the entire project to select the general area and figure out the pay items you need to work in):

1. Click the Add From Map button, which will take you to a map of the project.

2. Determine the location that you are working in.

3. Click the Draw button in the top left corner of the map.

4. In the pop-up window, click Sketch. 

5. Draw/outline the area of the project (the geometry) you are working in by clicking to create points. 

Note: It does not need to be exact; just make sure the general area you are working in is within the geometry.

6. Click the Finish button when done. The Pay Item list on the left will filter down to only those items in the area held within the geometry you sketched.

7. Select the pay items you are to be working with from the filtered list on the left side of the screen. 

8. Once you have selected the pay items you will be working with, click Accept. A pay item group will be created based on the selected pay items, and you can begin creating your reports.