Import cost codes

You can import cost codes from the master cost code list or from another estimate.

Import master cost codes

1. Within the Estimate, click the Estimate Cost Codes (Sections) tab at the top.
2. Click the Add / Import drop-down shown at the top right.
3. Click the Import Master Cost Codes option.
4. Select the Master Cost Code Classification for the Code Type.
5. Select the Codes at any tier by clicking the checkbox on the left. The right arrow next to the code can be used to expand the tree like code structure.
6. Click the Import button in the footer.

Import cost code from another estimate

1. Within the Estimate, click the Estimate Cost Codes (Sections) tab at the top.
2. Click the Add / Import drop-down shown at the top right.
3. Click the Import Sections from Other Estimate option.
4. Select the Source Type (ex. Lead or Project). Source refers to the original estimate or the one to be copied from.
5. Select Source Lead # or Project #.
6. Select Source Estimate.
7. Select the Cost Codes by clicking the checkbox on the left.
8. Click the Import button in the footer.