Update cost items between catalogs and estimates

  1. Open a job in the Manage Estimates screen.
  2. Do one of the following to open the Estimating Explorer:
    • Click Estimating > Tools > Estimating Explorer in the All Tasks pane.
    • From the Catalog tab, click Explorer .
  3. In the From section, do one of the following:
    • Select the Catalog option button to update from a catalog.
    • Select the Estimate option button to update from an estimate.
  4. Click to select the catalog or estimate from which you want to update the cost items.
  5. Click to expand folders as needed, and do one of the following:
    • Select the checkbox next to each cost item, assembly setup, and formula you want to update. A checkmark appears next to each selected item.
    • Select the checkbox next to a folder to select all the items in a folder, including in sub-folders. A checkmark appears next to the folder.
    • Select multiple continuous items in the same folder by holding Shift, then selecting the first and last items in the group you want to update. A checkmark appears next to each selected item.
    • Click Select to select the currently highlighted item or folder.
    • If needed, click Deselect All to deselect all items and folders. Then use one of the options above to select items.
  6. In the To section, do one of the following:
    • Select the Catalog option button to update a catalog.
    • Select the Estimate option button to update an estimate.
  7. Click to select the catalog or estimate in which you want to update the cost items.
  8. Select where you want to update the cost items you have selected. Usually, you should select the main level folder when updating cost items because the Estimating module will automatically locate each item you have selected to update.
  9. Click Update.
  10. On the Select Fields to Update popup window, select the checkboxes for the fields you want to update:
    • Cost-related fields: cost, unit, based on, mark-up, waste, reuse, quantity round-up
    • Production Rates
    • Quantity of financial items
    • WBS and/or Export fields
    • Assembly Setups
    • Formula Maintenance
  11. Click OK.
  12. Click OK to process all items.
  13. To confirm updating the selected cost items, do one of the following:
    • Click Yes to confirm that you want to update the cost item listed. You will need to click Yes for each cost item you selected.
    • Click Yes to All to confirm updating all selected cost items.
  14. Click OK.
  15. Click Close.