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Create a formula in a catalog by copying an existing formula

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, click to select the catalog to which you want to add the formula.
  4. Click FM on the speedbar.
  5. In the Formula field, enter a code of up to eight alphanumeric characters.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.
  6. In the field to the right of the Formula field, enter a name for the formula.
  7. Press Tab.
  8. Click Copy Formula.
  9. In the Copy From field in the Copy From Options popup window, do one of the following:
    • Enter the code of the formula you want to copy.
    • Click to select the formula you want to copy from a Lookup List.
  10. Click OK.
  11. Complete the fields as described on the Formula Maintenance Screen Field Reference.
  12. Click Save Formula.
After creating a formula, you may want to use it when you Create an Enterprise Level Assembly.
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