Copy Global Parameters using the Estimating Explorer

  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 from which you want to copy the global parameters.
  5. 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.

  6. Click to select the catalog or estimate to which you want to copy the global parameters.
  7. Click Globals.
  8. Select from the following checkboxes to specify what to copy:
    • WBS Code Structure: Select the checkbox to copy the WBS code structures for all the WBS codes, which include all the values, descriptions, quantities, units, and baselines of each item.
    • Clear Before Copy: If the estimate or database to which you are copying the WBS codes already has a WBS structure, select the checkbox to delete the existing structures before copying the data.
      Note: If you don't select this option, the WBS code structures from the source will be added to those that already exist in the target. It is important to clear the WBS structures if the WBS codes are used for different information in the source and target. For example, you should clear the WBS code structures if WBS1 is used for Phase in the source and Supervisor in the target.
    • WBS Field Names: Select the checkbox to copy all the WBS code names, which set the column headings of the WBS codes.
    • Export Field Names: Select the checkbox to copy all the export names, which set the column headings of the Export codes.
    • Other Cost Type Field Names: Select the checkbox to copy all the other names, which set the column headings of the Other cost item types.
    • Calculator Parameters: Select the checkbox to copy all calculator parameters, which set the cost of fuel and the number of working hours for different time periods in the equipment cost calculator.
    • Markups: Select the checkbox to copy all markups names, which set the column headings of the markup calculator.
    • Queries and Filters: Select the checkbox to copy queries and filters from one estimate to another.
  9. To copy the global parameters you selected to the target estimate or catalog, click OK.
  10. Click Close.