Setting up standard item sequences

You use the Edit Standard Item Sequences window to define as many item sort sequences as you need for a standard database. Each sort sequences can contain up to four levels that organize items by WBS code, group phase, phase, price code, job cost phase, or material class.

The sort sequences appear in the Sort Item List by menu when you perform takeoff or standard database maintenance.

To set up a standard item sequence:

1. Open the Edit Standard Item Sequences window in one of these ways:

   • On the ribbon, from the Elements group on the Data tab, click Item Sort.
   • In classic view, click Database > Item Sort.

   The Edit Standard Item Sequences window lists any existing item sort sequences.

2. To add a new item sequence:

   1. Click [Add].

      Estimating adds a new row to the list of item sequences, with the Name cell selected for that row.

   3. In the Name column, type a name for the item sequence on the new row.

      If you do not enter a name, Sage Estimatinguses the elements that you select as the name.

   4. Press Tab.

3. Select each sort level to include in the item sequence as follows:

   1. Beside the Grouping Hierarchy cell, click the list button.

   2. In the Edit Grouping Hierarchy window, for each field or WBS code you want to include in the item sequence, select the field from the list of available fields, and then click the right arrow button.

      To remove a field from the sequence, select it on the Selected Fields list, and then click the left arrow button.

   3. To rearrange the order of sort levels, select a level on the Selected Fields list, and then use the up arrow or down arrow button to place the field in the priority you want.
4. When you finish setting up your item sorts, click [OK] and then close the Edit Standard Item Sequences window.