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Add an item to a library

Modified: 7 Jun 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. Open the Takeoff tab.
  3. From the Library panel tab, click to select the library you want to use.
  4. Click Takeoff Item on the speedbar and select Add Item.
  5. In the Add/Edit Takeoff Item popup window, click to select the item type from the Type field. If you select an item type in the library list, the field will default to that type.
  6. In the Reference field, enter the reference code.
  7. In the Description field, enter the item description.
  8. In the Comments field, enter any comments about the item.
  9. From the Membership field, click to select the user to associate with this item. Select the (*DEFAULT*) option to assign the item globally.
  10. Complete the fields as described on the Add/Edit Takeoff Item Popup Window Field Reference.
  11. When you have finished entering the information, click OK.
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