- Open a job in the Manage Estimates screen.
- Open the Takeoff tab.
-
From the Library panel tab, click
to select the library you want to use.
-
Click Takeoff
Item
on the speedbar
and select Add Item.
-
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.
- In the Reference field, enter the reference code.
- In the Description field, enter the item description.
- In the Comments field, enter any comments about the item.
-
From the Membership field, click
to select the user to associate with this item. Select the (*DEFAULT*) option to assign the item globally.
- Complete the fields as described on the Add/Edit Takeoff Item Popup Window Field Reference.
- When you have finished entering the information, click OK.