While you are in the Estimate tab, you can add cost items to the estimate from the selected catalog without leaving the tab. Use Insert to add cost items from the catalog and specify where you want to place them in the estimate. This also prevents you from accidentally changing your catalog as you add items to the estimate.
If you need to make changes to cost items in your catalog as you add items to the estimate, Viewpoint recommends that you use Send in the Catalog tab to add cost items. For more information, see Send Cost Items from the Catalog to the Estimate.
If you send a list assembly or visual assembly to the estimate, all the cost items and other assemblies that make up the assembly are also copied to the estimate in assembly form. The cost items and assemblies in the assembly you send are not sent as individual cost items in the estimate.
To open a job in the Manage Estimates screen, click in the All Tasks pane. Then select the job you want to open, and click OK.
- Multiple users can work on the same job in the Estimating tab at the same time. The last person to perform an edit function to an estimate item will have the data retained.
- Any sorts a user performs are temporary unless the job is set to Exclusive mode, which allows you to save sorts. Moving items also requires the job to be set to exclusive, or the move will be temporary.
- To turn Exclusive mode on, get all other users to close the job, then click Set Job Exclusive. Make the changes to the estimate, then turn Exclusive mode off by clicking Set Job Exclusive again.
- You can also lock a job, which not only turns on Exclusive mode, it prevents other users from editing the job. Note that all users can view a locked job. To lock a job, get all other users to close the job, then click Lock Job. To unlock a job, click Lock Job again.
- Any filters performed in the Estimate tab are only seen by the user performing the filter.
- You will see changes occur in real-time by changing tabs in the Manage Estimates screen or by refreshing the Estimate tab.