Managing Items

As an ML Plan Admin you can add, update, copy and delete items. Items are specific things that need to be purchased to achieve your organizations goal. They are tied to buildings, budgets, projects, and item categories. 

To begin, select Admin Manage Items from the left-side navigation menu.

To Add an Item:

1. Choose the add icon ().

2. Enter the name of the choose the appropriate budget, building, project, and item category. 

Note: Selecting a System will allow you to choose a corresponding Sub System. Selecting a Sub System first then a system will reset those fields. Each System has its own set of Sub Systems.   

3. Enter the Item name and a description. It is helpful to provide the assumptions that are tied into the item cost.

4. Provide the estimated cost in each applicable year. 

5. Click Save to create the item, or Save & Add Another to create the item and add another new item.

To Edit an Item:

1. Click the edit icon ().

2. Update the necessary fields.

Note: Selecting a System will allow you to choose a corresponding Sub System. Selecting a Sub System first then a system will reset those fields. Each System has its own set of Sub Systems.   

3. Click the save button.

To Copy an Item

1. Click the copy icon ()

2. Follow steps 2-5 in adding an item. 

To Delete an Item

1. Click the delete icon ()

2. Your web browser will display a confirmation page. Click Yes.