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Select all the cost items in an estimate including itself

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, including 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.
Important: If you have a financial cost item that includes itself in its member list, and one of the members of the financial cost item is also a financial cost item that includes itself in its member list, a calculation error will occur when you calculate the estimate because you have created an infinite calculation loop.

Use this method carefully to ensure you don't accidentally include the wrong members in your financial cost item. For more information on calculating a financial cost item that includes itself, see Financial Cost Items.

  1. Click All and Self.
  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.
  3. 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, including the financial cost item itself.
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