Modify multiple estimating items

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Modify multiple estimating items

Use the Global Edit command to modify the properties of all or multiple estimating items at one go. This way, you can save time, as you do not need to change the properties of each item individually.

  1. In the Estimating dialog box, click the Estimating ribbon tab.
  2. On the menu, select Global Edit > Global Edit.
  3. To only modify specific types of items, in the Estimating Global Edit Filters dialog box, select a filter type in the Type list, and click Select.
  4. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the items that you want to modify to the Included list.
    • Type the maximum and minimum values for the items that you want to modify.
  5. Click OK.

    To further limit the item types that you want to modify, repeat steps 2 to 5 for all necessary filter types.

  6. Modify the selected properties in the Global Edit dialog box according to your needs.

    For example, you can change the category of the items by selecting an option in the Category list, or type a comment for the items.

  7. In the Global Edit dialog box, select check boxes next to the properties that you want to update.

    You can also use the Un-check All and Check Changed Fields buttons to quickly clear or select check boxes.

  8. Click Update.

The changes you made to estimating item properties are updated to the Estimating dialog box.

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