Import items from another estimate

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Items tab.
6. Select Add / Import or the plus sign (+) on a particular cost code section and select Import From Other Estimate.
7. In the Target Cost Code and Location section, do the following:
   1. Select one of the following options:
      • Select Use Existing Cost Code and select or update the cost code.
      • Select Import Cost Code from Source Estimate.
   2. Optionally, if locations have been enabled for the estimate, select the target Location from the dropdown.
8. In the Source Estimate section, do the following:
   1. Select Lead or Project from the dropdown.
   2. Select the source lead or project number from the dropdown.
   3. Select the source estimate number from the dropdown.
   4. Select the cost code from the dropdown.
9. In the Estimate Items to Import section, do the following:
   1. Optionally, use the Search field to filter the list.
   2. Select one or more items from the list.
10. Select Add & Close.