Unlink an annotation from its associated cost item

You can unlink an annotation from its associated cost item in the estimate, an alternate, or a change order.

  1. Open a job in the Manage Estimates screen.
  2. From the Takeoff tab, click Select on the speedbar.
  3. Click on the annotation you want to unlink from a cost item. The cost items the annotation is associated to are displayed with a checkmark in the Estimate panel tab, Alternate panel tab, or Change Order panel tab.
  4. Deselect the checkbox for the cost item you want to unlink in the appropriate panel tab.
  5. In the Unlink Cost Item window, select from the following options:
    • Unlink the cost item and subtract the quantity: The cost item is unlinked from the annotation and the quantity is subtracted from the estimate, regardless of whether you select this checkbox.

    • Do not ask me again: The Unlink Cost Item window will not display again and you will not be able to unlink annotations from their cost items for any estimate.

  6. Click OK.
  7. Repeat steps 4 - 6 for each additional cost item you want to unlink from the selected annotation.