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Replace multiple reference numbers in the catalog

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab, click Update .
  3. From the Global Updates popup window, click one of the following to select the cost items to update:

    • All Items – To select all cost items in the estimate.

    • Select Items – To manually select each cost item you want to update. From the Select or Find Items popup window, do one of the following:

      • Select Items – to manually select each item you want to update, from the Select Items tab, select the checkbox for each cost item you want to update. The cost items you select have a checkmark next to them and the cost items appear in the lower half of the popup window. Once you have selected the cost items you want to update, click OK. The number of items selected is displayed in the Global Update popup window.

      • Find Items – To use criteria to select cost items, from the Find Items tab, fill in the fields as described in the Find Items Screen Reference. Click Find to search based on the criteria. The cost items that match the criteria appear in the lower half of the popup window. Once you have selected the cost items you want to update, click OK. The number of items selected is displayed in the Global Update popup window.

      Note: You cannot manually select items and use a query to select the cost items you want to update. You can either manually select them, or you can query the estimate.
  4. In the Field to Update field, click to select Reference.
  5. In the Action field, click to select Replace.
  6. In the Value field, enter the static beginning of the new reference.
  7. Select the Batch Update checkbox to perform the update in a batch.
  8. Click Update.
  9. On the confirmation window, do one of the following:

    • Click Yes to confirm the update for each selected item.

    • Click Yes to All to confirm all updates at once.

  10. In the Enter Reference Index Criteria window, in the Starting Index Number field, enter the index number for the first selected cost item.
  11. In the Increment field, enter the amount by which the reference numbers of the selected cost items should increment.
  12. In the Length (digits after.) field, enter the number of digits that should appear after the final decimal point in the new reference number.
  13. Click OK.
  14. In the confirmation window, click OK. The selected cost items now display the updated reference codes.
Tip:
  • Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
  • Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
  • To turn Exclusive mode on, get all other users to close the job, then click Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by clicking Set Job Exclusive again.
  • You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then click Lock Job. To unlock a job, click Lock Job again.
  • Any filters performed in the Estimate tab are only seen by the user performing the filter.
  • You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.
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