Quick Add tasks

Use Quick Add to add multiple tasks to your proposal at once. Alternatively, you can add tasks to PBS elements one by one, but you'll save more time with Quick Add.

1. On the Estimates page, select a PBS element. If it has tasks already, they will appear in the grid to right.
2. Above the grid, click Add > Quick Add > Tasks.
3. Enter each task's information in a separate row.
   • An asterisk in a column name means that the information is required.
   • If you're unsure what to enter, see the following table to learn more.
4. Click Create Tasks.

WBS*	Select the PBS element that the task will be added to.
Name*	Enter a name for the task.
Description	Enter a description of the task.
Start Date* & End Date*	Enter task start and end dates that are within the proposal’s period of performance.
Profit/Fee	Enter a profit/fee rate for the task. This overrides the proposal-level rate, and it overrides the default rates in the indirect rate table.
Custom Task Fields	Any custom task fields in your proposal will appear as separate columns. Use them to enter additional information about the task.
Delete	To remove rows of information, select the rows, then click Delete.