Create a new cost item in the estimate

  1. Open a job in the Manage Estimates screen.
  2. Open the Estimate tab.
  3. Click Add on the speedbar.
  4. Select the type of item you want to create. If you select Cost Item, you must also select the type of cost item you want to create.

    For more information on the different types of cost items, see Cost Items.

  5. In the Reference field, enter a unique reference number for the new item.
  6. In the Description field, enter a detailed description for the new item.
  7. If you want to enter the detail information for the item as you create it, select the Edit item detail after add checkbox under Options.
  8. Select the option to Append items to estimate or Insert items after the reference field.
  9. To add the new item to the catalog, click Add. The item is added to the estimate.
  10. If you selected the Edit item detail after add option, the Cost Item popup window appears after you click Add. Enter the appropriate information for the new item.
  11. Once you have entered the appropriate information for the new cost item, click OK.
  12. Click Close.