Help

Copy cost items between catalogs and estimates

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. Do one of the following to open the Estimating Explorer:

    • Click Estimating > Tools > Estimating Explorer in the All Tasks pane.

    • From the Catalog tab, click Explorer .

  3. In the From section, do one of the following:

    • Select the Catalog option button to copy from a catalog.

    • Select the Estimate option button to copy from an estimate.

  4. Click to select the catalog or estimate from which you want to copy the cost items.
  5. Click to expand the folders as needed, and do one of the following:
    • Select the checkbox next to each cost item you want to copy. A checkmark appears next to each selected item.
    • Select the checkbox next to a folder to select all the cost items in a folder, including in sub-folders. A checkmark appears next to the folder.
    • Select multiple continuous cost items in the same folder by holding Shift, then selecting the first and last cost items in the group you want to copy. A checkmark appears next to each selected item.
    • Click Select to select the currently highlighted item or folder.
    • If needed, click Deselect All to deselect all items and folders. Then use one of the options above to select items.
  6. In the To section, do one of the following:
    • Select the Catalog option button to copy to a catalog.
    • Select the Estimate option button to copy to an estimate.
  7. Click to select the catalog or estimate to which you want to copy the cost items.
  8. Select where you want to copy the cost items you selected. If you are copying to a catalog, you can select the folder to which you want to copy the cost items.
  9. If you are copying cost items between estimates, select the Reset Quantities checkbox to set the quantities of all copied cost items to 0. Deselect the checkbox to copy the cost item quantities into the estimate.
  10. Select from the following choices:
    OptionDescription
    CopyUse this to copy to a single location. The Modify References window opens.
    Copy To Multiple
    1. On the Copy To Multiple window, select the items to copy and the destination.
    2. Select Copy.

      The Modify References window opens.

  11. In the Modify References popup window, select one of the following options:

    • None: Select this option to copy the cost items without changing the reference of the cost items.

    • Append to end: Select this option to copy the cost items and append the value you enter to the end of each reference.

    • Insert at beginning: Select this option to copy the cost items and insert the value you enter to the beginning of each reference.

      Note: If you copy an assembly and select either the Append to end option button or Insert at beginning option button, the additional information is not added to the references of the assembly members. It is only added to the assembly reference.
  12. Click OK.
  13. To confirm copying the selected cost items, do one of the following:

    • Click Yes to confirm that you want to copy the cost item listed. (You will need to click Yes for each cost item you selected.)

    • Click Yes To All to confirm copying all selected cost items.

  14. Click OK.
  15. Click Close.
Submit
Previous
Next