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Edit an item in 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. Select the Show Takeoff Items checkboxes to filter items based on who created them.
    • My – Items assigned to your user ID.

    • Foreign – Items assigned to other users.

    • Default – Items not assigned to a user.

  5. Select the item you want to edit in the library.
  6. Click Takeoff Item on the speedbar and select Edit Item or double-click on the item in the library.
  7. In the Add/Edit Item popup window, modify the fields as described on the Add/Edit Takeoff Item Popup Window Field Reference.
  8. Click OK.
    Note: If you edit a library item where annotations based on that item have been placed on a sheet, you will be prompted with the option to update those existing annotations or leave them as is. See Manage Annotations for details.
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