Find a Cost Item

  1. Open a job in the Manage Estimates screen.
  2. From the Catalog, Estimate, Alternates, or Change Orders tab, click Find.
  3. Fill in the fields as described in the Find Cost Items Screen Reference. On the Find Items window, click Find to locate cost items based on the criteria you entered. The cost items that match the criteria display in the bottom half of the window.
  4. Select the cost item from the list that you want to view in the tab.
  5. If you didn't find the items you wanted, click Clear to remove all criteria and results.
  6. If you want to save your criteria as a Query so that you can search for it again, do the following:
    1. Click Save.
    2. In the Query Name field, enter a name for the new query.
    3. Click OK. The new query is listed in the Selected Query drop-down.
  7. Click OK to go to the selected cost item in the catalog. The item you found is selected in the tab (the cell in the first column is outlined with a black dotted line).
  8. Click Find Next to select the next item that matches the criteria.