Dragging items from one estimate to another
- Open both estimates.
- From the row headers,
select the items.
- Click the selected
items and drag them to the other estimate and let go of the mouse button.
CAUTION: Sage Estimating reassigns items to the primary and secondary levels (location, WBS code,
job cost phase, material class, or subcontractor) where you drop them.
The items retain their other sequence levels.
- To reassign only the top
level, drop the items at the primary level.
- To reassign both levels,
drop items at the secondary level.
Tips:
- Sage Estimating includes all levels
except assemblies in the move. Items automatically appear in the proper
but items from assemblies will be unassigned.
-
Remember, you cannot add
items to an assembly after takeoff. You can, however, drag items elsewhere
within an assembly or to the Unassigned level.
- Crew information comes with
the items if both estimates use the same standard database. Otherwise, Sage Estimating
removes crews and rate tables from those items.
- Subcontractor bids (in the
Bid Grid) are not included in drag and drop operations.