Estimate Catalog toolbar
Click the corresponding icon to perform one or more of the following functions from this pane.
Note: You can create or remove estimate branches and add or delete estimates only if you have the appropriate SQL Server permissions level.
| Element | 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 window so you can create a new estimate. |
|
Copy estimate |
Click to create a new branch or a new estimate by copying 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 estimates |
Click to open the Import Estimates window where you can import estimates that have been saved in XML format. You can import estimate data to restore one or more estimates from a backup. |
 Export estimates |
Click to open the Export Estimates window where you specify details for exporting one or more selected estimates as a compressed (zipped) XML file. Export estimate data when you want to store a backup copy of your estimates that you can import into Sage Estimating later. |
|
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 have made in the Sage Estimating (SQL) software while the Manage Estimates window has been open. For example, if you create a new estimate or estimate branch in the Sage Estimating (SQL), the new estimate appears in the Estimate Catalog pane when you click the refresh icon. |
Tip: You can also use the drag-and-drop feature to copy a branch or estimate to a new location. Hold down the Ctrl key as you drag the branch or estimate to a new location. Hint text appears below your cursor indicating the current location as you drag the branch or estimate, so you can see the location before you release the mouse and the Ctrl key.