Select specific cost items to include as members of a financial cost item

You can select specific cost items that you want to include as members of the financial cost item from the Estimate tab.

Click Select Items.
From the Select Items tab, click on the folder icon or cost item icon for each cost item you want to select. Cost items you select have a checkmark icon next to them, and the cost items appear in the lower half of the popup window.
Note: If you select a folder, all the cost items in the folder are selected.
You can deselect cost items by selecting the folder or cost item icon, which removes the checkmark from the item.
Once you have selected all the cost items you want to include as members of the financial cost item, click OK.
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 you selected in step 2 are members of the financial cost.

Table of Contents