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Move cost items in a catalog using Estimator Explorer

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.
    • On the Catalog tab, click Explorer .
  3. In the From section, select the Catalog option button.
  4. Click to select the catalog in which you want to move the cost items.
  5. Click to expand the catalog folder and the folders below it as needed, and do one of the following:
    • Select the checkbox next to each cost item you want to move. 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 field, select the Catalog option button.
  7. Select the same catalog you selected in step 4.
  8. Select the folder where you want to move the selected cost items.
  9. Click Move.
  10. In the Modify References popup window, select one of the following options:
    • None: Select this option to move the cost items without changing the reference of the cost items.
    • Append to end: Select this option to move the cost items and append the value you enter to the end of each reference.
    • Insert at beginning: Select this option to move the cost items and insert the value you enter to the beginning of each reference.
    Note: If you move an assembly and select either the Append to end option or the Insert at beginning option, the additional information is not added to the references of the assembly members. It is only added to the assembly's reference.
  11. Click OK.
  12. To confirm moving the selected cost items, do one of the following:
    • Click Yes to confirm that you want to move the cost item listed. You will need to click Yes for each cost item you selected.
    • Click Yes To All to confirm moving all selected cost items.
  13. Click OK.
  14. Click Close.
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