Create categories and sub-categories for Estimating

Categories are user-defined keywords that you can use for sorting, tracking, and reporting. Creating categories also helps you to quickly identify the items in your estimating jobs. For example, you can categorize jobs by fabrication type. In addition to manually creating categories, you can choose to use existing categories used in Steel Erection Bid Wizard. To further filter items, you can also add sub-categories.

Note that you can also create new categories and sub-categories manually when creating or modifying an estimating job.

Add a category

At the bottom of the dialog box, click the Categories button.

In the Company Categories dialog box, do any of the following according to your needs:


To	Do this
Add a new category manually	Click New. In the Category field, type a name for the category. For example, `Skewed beam`. Click Add. The new category is added to the Category list. Repeat steps a to c for all new categories.
Add categories used in Steel Erection Bid Wizard	Click Add SEBW Categories. click the arrow buttons to move the categories that you want to add to the Included list. Click OK. The categories are added to the Category list.

Note:

If you need to modify or delete a category, click a category to select it in the Category list and either:

Click Edit, change the category name, and click Edit again.
Click Delete and then, click Yes to confirm deleting the category.

In the Estimating Company Standards dialog box, click Save to update the categories.

The Estimating Company Standards dialog box closes. The categories are saved for the Estimating module.

Add a sub-category

At the bottom of the Estimating Company Standards dialog box, click the Sub-Categories button.
In the Company Sub-Categories dialog box, click New.
In the Sub-Category field, type a name for the sub-category.
Click Add.
The new sub-category is added to the Sub-Category list.

Repeat steps 1 to 4 for all new sub-categories.
Note:
If you need to modify or delete a sub-category, click a sub-category to select it in the Sub-Category list and either:

Click Edit, change the sub-category name, and click Edit again.

Click Delete and click Yes to confirm deleting the sub-category.
You can also add multipliers for sub-categories in the Estimating module.
In the Estimating Company Standards dialog box, click Save to update the categories.

The Estimating Company Standards dialog box closes. The sub-categories are saved for the Estimating module.