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Create a financial cost item in an estimate

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help

  1. Open a job in the Manage Estimates screen.
  2. From the Estimate tab, select Add on the speedbar.
  3. In the Type field, select the Cost Item option button, then select the type of cost item for the financial cost item.
    The cost item type you select for a financial cost item determines where its cost will be subtotaled in the estimate and in reports.
  4. In the Reference field, enter a reference number for the financial cost item. You can leave this blank or use an existing reference.
  5. In the Description field, enter a description for the financial cost item.
  6. Select the Auto increment reference number by checkbox to have the Estimating module automatically increment the reference number for the next item added
  7. If you selected the checkbox in the previous step, enter the number by which to increment the reference number in the field to the right or select to increase or decrease the number.
  8. Select the Edit item detail after add checkbox to edit the cost item immediately after you create it.
  9. Select one of the following options to specify where the cost item will appear in the estimate:
    • Append Items to Estimate – To add the item to the end of the estimate.
    • Insert items after – To add the item after the currently selected row.
  10. Select Add.
  11. If you selected the Edit item detail after add checkbox, go to the next step. Otherwise, skip to the last two steps.
  12. Complete the fields as described on the Cost Item Screen Field Reference.
  13. Select OK.
  14. If needed, add more new items by repeating these steps.
  15. Select Close.
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