---
title: "Managing line items"
url: "https://knowledgebase.omg.oliver.solutions/en/article/managing-line-items"
language: "en"
last_updated: "2025-01-27T09:27:21.137Z"
---

# Managing line items

In order to define the resources required to complete the deliverable, line items need to be added.

**There are 3 line item types available for Deliverables;**

1.  **Client service** – Time-based resource roles (eg. Designer)
2.  **Asset** – Fixed cost items based on pre-determined resource allocations (eg. Key visual)
3.  **Unit –** A non-time based product or service (eg per-word)

Line items are organised in Stages based on the workflow/route that the deliverable will follow (eg. Initial design > Amends > Delivery). The stage breakdown is also included on [**Estimates**](https://omg.oliver.solutions/index.php/omg_wiki/estimating-costs-to-a-client/)

### **Adding line items**

When a new deliverable is created from scratch, there will be a single stage.

-   Click **‘New item’** to insert a new row into the stage
-   Confirm the **‘Service line type’** then browser or search for a **‘Servce line’**
    -   The service lines available are defined by the projects rate card and currency configuration and define the Sell price
-   Use the **‘Name’** field to provide a more detailed description
-   Set an estimated **‘Qty’** (eg. number of hours)
-   Click **‘Save’** and repeat for each service line required

### **Managing stages**

-   To edit the **‘Stage name’**, **‘Stage description’** and associated **‘Version’** select **‘Actions’** and **‘Update stage’**
-   To add a new stage, select **‘New stage’** from the top menu bar
-   When all the line items have been completed, the stage should be set to **‘Complete’** via the **‘Actions’ – ‘Complete stage’** option

### **Applying stage templates**

Stage templates can be created and applied within a Deliverable

-   Select **‘Actions’** and choose **‘Apply template’**
-   Browse the available templates, select the appropraite one and click **‘Apply’**
-   The template’ line item(s) will be added to the stage and can be adjusted accordingly

### **Considerations**

-   Time cannot be added to line items marked as **‘Complete’**
-   Line items cannot be deleted if there is time associated to them
-   When a template is applied, only those line items available on the rate card will be added