Help

Update folders and cost items

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab, click to select the catalog which contains the folders and/or cost items you want to update from the Catalog field.
  3. Select the folder within the catalog which contains the sub-folders and/or cost items you want to update.
  4. Click More on the speedbar to display the Advanced Catalog Editing toolbar.
  5. Click Replace.
  6. Under Items to update, select one of the following:
    • Items in this folder only
    • Items in this folder and its sub-folders
    • All items
  7. Under Type of items to update, select one of the following:
    • Folders
    • Cost items
    • Folders and cost items
  8. Click Setup to select the find/replace criteria.
  9. In the Replace Text window, in the Replace In section, select one of the following options:
    • Reference - Find and replace text in the Reference field only.
    • Description - Find and replace text in the Description field only.
    • Both - Find and replace text in both the Reference field and the Description field.
  10. Under Find Only If, select one of the following options:
    • At beginning - Find text at the beginning of the field only.
    • At end - Find text at the end of the field only.
    • Anywhere - Find text anywhere in the field.
  11. Select the Case Sensitive checkbox if you want to search for text that matches the capitalization in the Find field.
    For example, if you enter "Pipe" in the Find field and select the Case Sensitive checkbox, Viewpoint Estimating will find all instances of "Pipe," but it will not find "pipe."
  12. In the Find field, enter the text to find.
  13. In the Replace field, enter the replacement text.
  14. Click OK.
  15. In the update window, click Replace.
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