Adding branches to the Report Catalog

To add a branch to the custom report database:

  1. In the Estimating Management Console, click [Report Manager].
  2. Right-click the All Reports folder in the Report Catalog pane, and then click New > Branch.
  3. The new branch appears with the name New Branch.

    Alternatively, you can select a sub-branch folder icon below the All Reports folder icon and select Add branch to create another sub-branch.

  4. Right-click the new branch, and then click Rename.
  5. Type the name for the new branch, and then press the [Enter] key.