---
title: "Contract Price/Cost Schedule"
slug: "contract-pricecost-schedule"
updated: 2025-01-30T15:21:49Z
published: 2025-01-30T15:21:49Z
canonical: "wiki.cobblestonesoftware.com/contract-pricecost-schedule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Price/Cost Schedule

### **Contract Price/Cost Schedule**

**Contract Details: Price & Cost Scheduling**

Contract Insight supports the ability to track pricing and contract costs by line item. Typically, contracts have an overall value (cost/price). The **Price/Cost Schedule** function of a contract can be viewed, added to, and edited from the **Contract Details** screen.

Access the **Price/Cost Scheduling** section of the **Contract Details screen** by clicking the **Subtables tab.**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Price%20Cost%20dock%20in%20Subtables%20Tab.PNG)

**Adding a Price/Cost Schedule** 1. Click **Add Price/Cost Line Item**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Price%20Cost%20Dock%20Focused%20-%20Add%20Highlighted.png)

2. The **Add Price/Cost Item** screen displays. Enter the necessary data and click **Save & Continue** to save the data entered.

![Add Price/Cost Item screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(86).png)

3. The **Price/Cost Schedule Details** screen displays to show what was entered and saved for the new line item.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Price%20Cost%20Item%20Edit%20Screen.PNG)

4. Click **Return to Contract Details** on the side menu to return to the **Contract Details** screen for this item.

**Import Price/Cost Data**

Contract Insight users have the capability to import new and/or existing price/cost schedules to a contract.

1. Click **Import Price/Cost Data** in the **Price/Cost Line Items** section of the **Contract Details** screen.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Price%20Cost%20Dock%20Focused.PNG)

2. Select the data source

![Select the data source](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-pricecost-schedule-image-1qrjuye0.png)

3. Click **click to download this Template file** to download an Excel importing template.

4. A dialogue box opens and asks to save the template.

5. From here, enter all data that to import to the **Price/Cost Schedule**.

![Enter data to import](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-pricecost-schedule-image-lo2vpzr9.png)

**Note:** Column headers and names must remain the same as how they are downloaded in the sample document.

6. Once all information is entered, click **File** > **Save As** and name your document. Make sure the file is saved as a **.csv** file and click **Save**. Be sure to note the save location. ![Save the file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-pricecost-schedule-image-tmfpeqxc.png) 7. On the Contract Insight **Import Contract Price/Cost Data** screen, click **Browse** and select the location to which the .csv file just created was saved.

8. Click **Open** and the file name appears to the left of the **Browse** button in the text box.

9. Click **Upload CSV** and the screen verifies if the document was uploaded successfully. ![Upload CSV](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-pricecost-schedule-image-j4zu8kfm.png)

10. Click **Data** to verify the data was imported.

**Note:** CobbleStone® Software best practices recommend uploading and saving the original price/cost document to the **Attached Files, Documents, Images** section of the **Contract Details** page for auditing purposes. For instructions on how to attach files and documents, see the [Contract Attachments](http://insightwiki.CobbleStone®systems.com/default.aspx?pg=y%2f4fg6wSir28naKj8JPA1w%3d%3d) page.

**Viewing & Editing Price/Cost Schedule Line Items** 1. Click **View** for the line item in the price/cost schedule to edit.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Item%20on%20Price%20Cost%20Table.PNG)

2. The **Price/Cost Item Details** screen displays.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Price%20Cost%20Item%20Edit%20Screen(1).PNG)

3. Click the **Pencil icon** for the line item to edit. Click the **Pencil icon** for the **Field Group** to edit multiple fields at once.

4. Edit the item in the **Edit Field** screen. Click **Save Record** to save the changes or click the **X** in the top-right to cancel the changes.