Import cost codes into an estimate

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

Open the estimate details

Go to Leads or Projects and select the lead or project in the Quick Select section.
On the Lead or Project Home page, select Estimates in the Preconstruction section.
Select the estimate number or title from the list.
Select View Estimate.
Select the Estimate Cost Codes tab.

Import cost codes from the master list

Select Add / Import > Import Master Cost Codes.
Select the master cost code classification type from the Code Type dropdown.
Optionally, select the right arrow next to a code division to view the majors.
Select one or more codes from the list.
Select Import.

Import cost codes from another estimate

Select Add / Import > Import Sections from Other Estimate.
Select the Source, such as Lead or Project.

The source identifies the estimate you want to copy from.
Select the source Lead # or Project #.
Select source Estimate.
Select one or more cost codes from the list.
Select Import.