Copy Formulas Using the Estimating Explorer

You can copy formulas between catalogs and estimates using the Estimating Explorer. When you copy an assembly setup, all formulas used in the setup are also copied, so you do not need to copy them separately.

If the formula already exists in the catalog or estimate to which you want to copy, the formula won't be copied. You must either change or modify the code that identifies the formula when you copy it.

If you copy a system-defined assembly setup, the new assembly set-up still points to the system-defined formulas. To modify the formulas, you must copy them as well.

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.