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Create a bid item in a catalog

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help

  1. Open a job in the Manage Estimates screen.
  2. Open the Catalog tab.
  3. In the Catalog field, select the catalog to which you want to add the item.
  4. Select the folder where you want to create the bid item.
  5. Select Add on the speedbar.
  6. In the Type field, select the Bid Item option button.
  7. In the Reference field, enter a reference number for the bid item. You can leave this blank or use an existing reference.
  8. In the Description field, enter a detailed description for the bid item.
  9. Select the Auto increment reference number by checkbox to have the Estimating module automatically adjust the reference number by the specified amount.
  10. Select the Edit item detail after add checkbox to edit the bid item immediately after you create it.
  11. Select Add.
  12. In the Bid Quantity field, enter the bid quantity for the item or select to increase or decrease the value.
  13. In the Actual Quantity field, enter the actual quantity.
  14. In the Unit of Measurement field, select the unit for the bid item.
  15. In the Item Type field, select one of the following options:
    • Cost Item – If you select cost item, select the cost item type from the drop-down field.
    • List Assembly – If you select List Assembly, you will need to select the members of the assembly in the cost item window.
  16. Select OK.
  17. In the Select a WBS field for field, select the WBS code to assign to this bid item.
  18. Select OK.
  19. Select OK on the confirmation window.
    Note: The existing code will be overwritten with 'Bid Item'.
  20. If you selected the Edit item detail after add checkbox, go to step 21. Otherwise, go to step 22.
  21. Complete the fields as described on the Cost Item Screen Field Reference.
  22. Select OK.
  23. If you need add more new items, repeat these steps.
  24. Select Close.
Submit
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