Insert cost items from the catalog into the Estimate panel tab in the Takeoff tab

If you want to digitize cost items directly into your estimate, you need to insert them into the Estimate panel tab to make them available for takeoff.

  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab, click to select the catalog to use from the Catalog field on the speedbar, if you have not already done so.
  3. From the Takeoff tab, open the Estimate panel tab.
  4. Click Insert .
  5. Click on the Cost Item icon of the cost items you want to insert into the estimate. A checkmark appears next to the cost items you select to insert into the estimate.
  6. If needed, click Deselect All to uncheck all the selected cost items.
  7. If needed, click Find to use the Select or Find Items popup window to locate the cost items to insert. See Find Cost Items for more information about this popup window.
  8. If needed, click Add to Catalog to add new cost items to the catalog. See Cost Items for more information.
  9. Select the Insert as bid item(s) checkbox if you want to insert the selected cost items into the estimate as bid items. Deselect this checkbox to insert the selected cost items as cost items.
  10. When you have selected the cost items you want to insert, click OK.