Producing estimates > Working in the spreadsheet > Working with spreadsheet items > Moving or copying items to another spreadsheet level

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Moving or copying items to another spreadsheet level

You can move or copy items to another spreadsheet level in the estimate when the spreadsheet items are not combined and the current spreadsheet sequence includes any one of these levels:

Work breakdown structure (WBS)
Location
Subcontractor
Material Class
JC Phase
Unassigned
Vendor

The Move/Copy option is not available for the first three spreadsheet tabs: Phase/Item, Assembly, or Takeoff Order.

To move or copy items to another spreadsheet level:

On the spreadsheet, click the item's row header to select it.

To select additional items, hold down the Ctrl key while you click on their row headers.

Tip: To move or copy all the items within a overline:
- Collapse the overline (double-click its row header).
- Select the overline (click its row header).
Click the right mouse button, and then select Move/Copy from the shortcut menu.
Complete the fields in the Move or Copy Items window to specify where you want to place the selected items and whether you want to move or copy them.

The field labels correspond to the current spreadsheet sequence. For example, if the spreadsheet is in Location/Subcontractor order, the fields are labeled Location and Subcontractor in descending order.
Click [OK] to move or copy the items.

Tips:

Selecting items from several levels prefills the level fields with *multiple*. To retain the current level codes for the selected items, use the *multiple* entry.
To make items unassigned, clear the level field or select *unassigned* from the list.
After takeoff, you cannot add items to an assembly using the Move/Copy option. However, you can move items within an assembly, as well as move or copy items to the Unassigned level.
You can also use the drag and drop method to move or copy items to another spreadsheet level. How?