Copy multiple cost items in the same folder

Once you copy multiple cost items, you can move them to another folder in the catalog. You can also use the Estimating Explorer to copy cost items and place them anywhere in the catalog, or even in another catalog or estimate.

For more information on using the Estimating Explorer to copy cost items, see Copy Cost Items Using the Estimating Explorer.
  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab, click to select the catalog that contains the cost item you want to copy from the Catalog field.
  3. Select the folder that contains the cost item you want to copy.
  4. To select cost items, do one of the following:
    • To select multiple sequential cost items, select any cell of the first cost item in the sequence you want to copy, hold Shift, then select any cell of the last cost item in the sequential list you want to copy.

    • To select multiple non-sequential cost items, hold Ctrl, then select any cell on each cost item you want to copy.

  5. Click Copy on the speedbar or right-click on the cell and select Copy Item.
  6. In the Reference field in the Copy Cost Item window for the first cost item selected, enter a unique reference number for the new cost item.
    Note: The reference field displays the reference number of the cost item you are copying. You cannot use the same reference number.
  7. In the Description field, enter a detailed description for the new cost item.
    Note: You don't need to change the description of a cost item, but Viewpoint recommends that you enter a description that differentiates between the original and the copy of the cost item.
  8. For cases where you want to make multiple copies of the cost item, specify the number of copies in the Copies field.

    If you choose to make multiple copies, you have to define a set of parameters to allow the Estimating module to sequence the reference numbers to avoid duplications.



    Starting Index Number

    Your original cost item is 01.01.01. By specifying the Starting Index Number as a value of 1, the Estimating module would renumber the cost item as


    The value of which to increment the Starting Index Number value if more than 1 copy is made.

    Length (digits after.)

    The length of digits the Starting Index Number uses. If you were to specify a value of 2 in this field, the Estimating module would renumber the reference value to A value of 3 would renumber it to, and so on.

    If you are using a standard numbering system of XX.XX.XX where the first set of digits represents the division, the second set represents the group and the third represents the cost item (for example, Concrete/Concrete Materials/Readymix 2,000 PSI), you would be better suited to renumber the starting cost item to XX.XX where the Xs represent actual values to allow the indexing system to create the series of items sequentially with 6 digits.

  9. To create a copy of the cost item with the reference and description you entered, click OK. The item is created in the folder, which is sorted by reference number.
  10. Repeat steps 6 - 10 for each cost item copied.