- Open a job in the Manage Estimates screen.
-
Do one of the following to open the Estimating Explorer:
- Click in the All Tasks pane.
- From the Catalog tab, click Explorer
.
-
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.
-
Click
to select the catalog or estimate that contains the formulas you want to copy.
-
Click
to expand the Formula
Maintenance folder and the folders below it as needed, and do one of the following:
- Select the checkbox next to each formula you
want to copy. A checkmark
appears next to each selected item. - Select the checkbox next to a folder to
select all the formulas in a folder, including any sub-folders. A checkmark appears next to the
folder.
- Select multiple continuous formulas in the
same folder by holding Shift, then selecting the first and last formulas 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.
- Select the checkbox next to each formula you
want to copy. A checkmark
-
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.
-
Click to select the catalog or estimate where you want to copy the selected formulas.
- Click Copy.
-
In the Modify References popup window, select one of the following options:
- None: Select this option to copy the formulas without changing the reference of the cost items.
- Append to end: Select this option to copy the formulas and append the value you enter to the end of each reference.
- Insert at beginning: Select this option to copy the formulas and insert the value you enter to the beginning of each reference.
- Click OK.
- Click OK.
- Click Close.