Estimate Catalog toolbar

Icons on the Estimate Catalog toolbar
Option	Description
New branch	Creates a new branch in the Estimates Catalog pane or a new sub-branch below the selected branch or sub-branch.
New estimate	Opens the New Estimate pane so you can create a new estimate.
Copy estimate	Click to create a new branch or a new estimate by duplicating data in a selected branch or estimate. (You use the Paste Estimate icon to finish creating the new branch or estimate.) Tip: You can select and delete more than one estimate at a time if you hold down the Ctrl key as you select estimates in the catalog. Use this feature when you want to use an existing branch or estimate as the starting point for a new branch or estimate.
Paste estimate	Click to paste a copy of a selected branch or a new estimate in a new location in the catalog.
Duplicate estimate	Click to open the Duplicate Estimate window where you can create a copy of the selected estimate. The advantage of duplicating over copying an estimate is that you can adjust the Clear quantities and amounts and the Restrict view/edit access to Estimating administrators settings for the new estimate as you create the duplicate.
Import estimate	Click to open the Import Estimates window where you can import estimates that have been saved in XML format.
Export estimate	Click to open the Export Estimates window where you specify details for exporting one or more selected estimates as a compressed (zipped) XML file.
Delete	Removes a selected branch, sub-branch, or estimate from the Estimates Catalog pane. Tip: You can select and delete more than one estimate at a time if you hold down the Ctrl key as you select estimates in the catalog. Caution! Removing a branch or sub-branch also deletes all reports and sub-branches within it from the custom reports database. The Estimating Management Console prompts you for confirmation before deleting the selected branch or sub-branch.
Refresh estimate catalog	Updates the list of estimates with any changes you or other users make while the Estimating Management Console is open. For example, if another user creates a new estimate or estimate branch in the Sage Estimating software, the new estimate appears in the Estimate Catalog pane when you click the refresh icon.

An image of the New Branch icon (a highlighted folder)

New branch

Creates a new branch in the Estimates Catalog pane or a new sub-branch below the selected branch or sub-branch.

An image of the New Estimate icon (a highlighted estimate)

New estimate

Opens the New Estimate pane so you can create a new estimate.

An image of the Copy Estimate icon

Copy estimate

Click to create a new branch or a new estimate by duplicating data in a selected branch or estimate. (You use the Paste Estimate icon to finish creating the new branch or estimate.)

Tip: You can select and delete more than one estimate at a time if you hold down the Ctrl key as you select estimates in the catalog.

Use this feature when you want to use an existing branch or estimate as the starting point for a new branch or estimate.

An image of the Paste Estimate icon

Paste estimate

Click to paste a copy of a selected branch or a new estimate in a new location in the catalog.

An image of the Duplicate Estimate icon Duplicate estimate

Click to open the Duplicate Estimate window where you can create a copy of the selected estimate. The advantage of duplicating over copying an estimate is that you can adjust the Clear quantities and amounts and the Restrict view/edit access to Estimating administrators settings for the new estimate as you create the duplicate.

An image of the Import Estimates icon, available on the Estimates Catalog toolbar Import estimate

Click to open the Import Estimates window where you can import estimates that have been saved in XML format.

An image of the Export Estimates icon,available on the Estimates Catalog toolbar Export estimate

Click to open the Export Estimates window where you specify details for exporting one or more selected estimates as a compressed (zipped) XML file.

An image of the Delete icon, available on the Estimates Catalog toolbar

Delete

Removes a selected branch, sub-branch, or estimate from the Estimates Catalog pane.

Tip: You can select and delete more than one estimate at a time if you hold down the Ctrl key as you select estimates in the catalog.

Caution! Removing a branch or sub-branch also deletes all reports and sub-branches within it from the custom reports database. The Estimating Management Console prompts you for confirmation before deleting the selected branch or sub-branch.

An image of the Refresh icon, available on the Estimates Catalog toolbar

Refresh estimate catalog

Updates the list of estimates with any changes you or other users make while the Estimating Management Console is open.

For example, if another user creates a new estimate or estimate branch in the Sage Estimating software, the new estimate appears in the Estimate Catalog pane when you click the refresh icon.