Apply edits to similar cost items

The Update Items Similar to popup window can only be accessed by editing a cost item from the Estimate, Alternates, or Change Orders tab and selecting the Offer to update similar items checkbox. When you click OK, the edits to the cost items are saved and the Update Items Similar to popup window appears.
  1. Select the Include All Cost-Related Fields checkbox to show all cost-related fields from the original cost item in the Select Fields to Update grid. Deselect the checkbox to show only the modified cost-related fields in the grid.
  2. In the Select Fields to Update grid, do one of the following:

    • Select the checkbox for each field you want to update in similar cost items.

    • Click Select All to select the checkboxes for all of the fields in the Select Fields to Update grid.

    • Click Select None to deselect the checkboxes for all of the fields in the Select Fields to Update grid.

  3. For the Include items from: checkboxes, select the checkbox for a tab to include similar cost items from that tab in the Reference grid. Deselect the checkbox to remove cost items from that tab from the grid.
    Note: Deselecting a tab checkbox will deselect all cost items in the Reference grid.
  4. In the Reference grid, do one of the following:

    • Select the checkbox for each cost item you want to update with the values from the fields selected above.

    • Click Select All to select the checkboxes for all of the fields in the Select Fields to Update grid.

    • Click Select None to deselect the checkboxes for all of the fields in the Select Fields to Update grid.

  5. Select the Do not show again checkbox to set the default for the Offer to update similar items checkbox on the cost item window to deselected.
  6. Click Apply.
  7. Click OK.