Estimate Catalog toolbar
Click the corresponding icon to perform one or more of the following functions from this pane.
Note: You can create or remove estimate branches and add or delete estimates only if you have the appropriate SQL Server permissions level.
| Option | Description |
|---|---|
|
Refresh estimate catalog |
Updates the list of estimates with any changes you have made in the Sage Estimating software while the Manage Estimates window has been open. For example, if you create a new estimate in the Sage Estimating, the new estimate appears in the Estimate Catalog pane when you click the refresh icon. |
New branch icon |
Creates a new branch in the Estimates Catalog pane or a new sub-branch below the selected branch or sub-branch. |
Delete branch icon |
Removes the selected branch or sub-branch from the Estimates Catalog pane. CAUTION: Removing a branch or sub-branch also deletes all estimates and sub-branches within it from the Estimate database. Sage Estimating prompts you for confirmation before deleting the selected branch or sub-branch. |
|
New estimate |
Opens the New Estimate window so you can create a new estimate. |
|
Copy estimate |
Click to create a new estimate by duplicating data in an existing estimate. Use this feature when you want to use an existing estimate as the starting point for a new estimate. |
