Update cost items in the estimate

  1. Open a job in the Manage Estimates screen.
  2. From the Estimate tab, click Update on the speedbar.
  3. Select Global.
  4. From the Global Update popup window, click one of the following to select the cost items to update:

    • All Items – To select all cost items in the estimate.

    • Select Items – To manually select each cost item you want to update. From the Select or Find Items window, do one of the following:

      • Select Items – To manually select each item you want to update, from the Select Items tab, select the checkbox for each cost item you want to update. The cost items you select have a checkmark image\bm123_wmf.jpg next to them and the cost items appear in the lower half of the popup window. Once you have selected the cost items you want to update, click OK. The number of items selected is displayed in the Global Update popup window.

      • Find Items – To use criteria to select cost items, from the Find Items tab, fill in the fields as described in the Find Items Screen Reference. Click Find to search based on the criteria. The cost items that match the criteria appear in the lower half of the popup window. Once you have selected the cost items you want to update, click OK. The number of items selected is displayed in the Global Update popup window.

      Note: You cannot manually select items and use a query to select the cost items you want to update. You can either manually select them, or you can query the estimate.
  5. In the Restrict Update area, select one of the following options:

    • No restriction

    • Immediate Members

    • All Members

  6. In the Field to Update field, click to select the field of information you want to update.
  7. In the Action field, click to select the action to perform on the selected cost items.
  8. In the Value field, enter or select the appropriate value.
  9. If you selected Mark Up as the field to update, in the Select Mark Up Field field, click to select the field to apply the markup to.
  10. Select the Batch Update checkbox to perform the update in a batch.
  11. Click Update.
  12. On the confirmation window, do one of the following:

    • Click Yes to confirm the update for each selected item.

    • Click Yes to All to confirm all updates at once.

  13. When the update is complete, click Close.