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Modify a financial cost item in an estimate

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help

Depending on what you change, you may need to reallocate the financial cost item in the estimate. See Recalculate the Estimate for more information.
  1. Open a job in the Manage Estimates screen.
  2. From the Estimate tab, do one of the following:
    • Select the financial cost item you want to modify and select Edit on the speedbar.
    • Double-click on the financial cost item you want to modify.
  3. Modify the fields as needed on the Cost Item Screen Field Reference
  4. Select OK.
If needed, reallocate the financial cost item in the estimate.
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