Import items from another estimate

  1. Within the Estimate, click the Estimate tab at the top.
  2. Click the 'Add / Import' drop-down shown at the top right or click the plus sign (+) on a particular cost code section. The latter will automatically set the target cost code (see next step).
  3. Click the 'Import From Other Estimate' option.
  4. Navigate to the Target Cost Code and Location section.
  5. Select one of the options below.
    • Use Existing Cost Code
      • Select the Cost Code in the drop-down shown to the right.
    • Import Cost Code from Source Estimate
  6. Optional: If Locations have been enabled, select the Target Location from the drop-down.
  7. Navigate to the Source Estimate section.
  8. Select Lead or Project.
  9. Select the Source Lead # or Project # depending on the selection in the prior step.
  10. Select the Source Estimate #.
  11. Select the Cost Code (Section) in the Source Estimate.
  12. Navigate toe the Estimate Items to Import Section.
  13. Optional: Use the Search field to filter the items.
  14. Optional: Change the Page Size to show X number of items.
  15. Select the item(s) in the grid by clicking the checkbox to the left.
  16. Click the 'Add' or 'Add and Close' button in the footer. The former is used if additional items will be imported to the Estimate but from a different cost code section.

Important: The Source Item Quantity is copied to the Target Estimate. Thus, it is important for estimators to review these items after importing.