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Select all the cost items in an estimate

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help

Use this procedure to select all the cost items in the estimate to include as members of a financial cost item, except the financial cost item itself.

You can, however, filter this list so that only the cost items that are of a specific cost item type are included in this list. When you use this method to select cost items as members of a financial cost item, any cost item you add to the estimate after you select the members of the financial cost item is also added as a member of the financial cost item. This ensures that the financial cost item is calculated correctly even as you edit, add, delete, and move cost items in your estimate.
Note: Other financial cost items in the estimate will be included in the member list when you use this method to select the members of a financial cost item.
  1. Click All Items.
  2. To select only cost items that are a specific cost item type, select the checkbox for the appropriate cost item type under Include these Types. Click All to select all the checkboxes or None to clear all the checkboxes.
    Note: If you select all the cost item types, all of the cost items in the estimate are members of the financial cost item, except the financial cost item itself.
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