An Item ID is a placeholder for a future Item, or an identifier for an already selected Item.

To create an Item ID from the Plans tab, follow the steps below.

Step 1: Navigate to the Plans tab and click the Item IDs tab in the panel on the left.

Step 2: Select a Division (or Item category) from the drop-down menu.

Step 3: Click the blue + to create a new Item ID.

Step 4: Select a Type from the menu that populates (on the left). A second menu will appear on the right (the Sub-Type menu). You can choose a Sub-Type if you know it, but only the Division and Type are required.

Once selected, the Item ID has will appear in the panel on the left.

Step 5: To add an Item to the Item ID, simply click the +Add Item to bring up the Catalog and make a selection. Refer to The Catalog Tab: Overview for tips on searching the Catalog.

Step 6: Some Catalog Items will have a blue More options showing underneath the Item name. In this case, you will want to click into the More options and make your selections. Then click Select. Your Item will appear within the Item ID on the left.