Copy formulas 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 copy from a catalog.
    • Select the Estimate option button to copy from an estimate.
  4. Click to select the catalog or estimate that contains the formulas you want to copy.
  5. Click to expand the Formula Maintenance folder and the folders below it as needed, and do one of the following:
    • Select the checkbox next to each formula you want to copy. A checkmark appears next to each selected item.
    • Select the checkbox next to a folder to select all the formulas in a folder, including any sub-folders. A checkmark appears next to the folder.
    • Select multiple continuous formulas in the same folder by holding Shift, then selecting the first and last formulas in the group you want to copy. 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 copy to a catalog.
    • Select the Estimate option button to copy to an estimate.
  7. Click to select the catalog or estimate where you want to copy the selected formulas.
  8. Click Copy.
  9. In the Modify References popup window, select one of the following options:
    • None: Select this option to copy the formulas without changing the reference of the cost items.
    • Append to end: Select this option to copy the formulas and append the value you enter to the end of each reference.
    • Insert at beginning: Select this option to copy the formulas and insert the value you enter to the beginning of each reference.
  10. Click OK.
  11. Click OK.
  12. Click Close.