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Add or Modify Folders Using the Advanced Catalog Editing Toolbar

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help

Use Folders on the Advanced Catalog Editing toolbar to add multiple folders at the same time which saves you time and effort when you need to add many folders at once. You can renumber multiple folders or change the descriptions and references of multiple folders.

The application adds folders based on the criteria entered in the Enter Reference Index Criteria fields. You specify the number of folders to create and the format of the reference numbers, which includes the starting number, the increment between numbers, and the length of the segment.

For example, if you set the following criteria for adding folders, the following occurs when folders are added:

Enter Reference Index Criteria Settings

Folders are created with these references

Amount: 5

Starting Index Number: 1

Increment: 1

Length (digits after): 2

01

02

03

04

05

Created for parent folder 01

Amount: 7

Starting Index Number: 3

Increment: 2

Length (digits after): 3

01.003

01.005

01.007

01.009

01.011

01.013

01.015

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.

The Advanced Catalog Editing toolbar needs to be enabled on the Settings tab of the Estimating Preferences screen before you can access it by clicking More on the speedbar.

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