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Select/Edit Default Spreadsheet Sequences window

You can create and manage a list of standard spreadsheet sequences for each standard database. Because Estimating maintains these sequences separately for each database, you can create customized default sequences for each database. Then, when you create an estimate using a particular standard database, the list of spreadsheet sequences from that database is copied to the new estimate by default.

If you want to use the same default sequences across multiple databases, after setting up default sequences in one database, you can export them, and then import them into additional databases.

You use the Select Default Spreadsheet Sequences window to view existing default spreadsheet sequences associated with a database, and to select the default spreadsheet sequences you want to copy to the current estimate.

You use the Edit Default Spreadsheet Sequences window to view, edit, or remove existing default spreadsheet sequences associated with a database, and add new ones.

You open the Select Default Spreadsheet Sequences window in one of the following ways:

If no estimate is open, you can click the Sequences button on the Home tab.

Note: If an estimate is open, clicking the Sequences button opens the Edit Estimate Spreadsheet Sequences window, where you can view manage sequences only for the current estimate.
In the Edit Estimate Spreadsheet Sequences window, click the [Database] button.

You click [Edit] button in the Select Default Spreadsheet Sequences window if you want to add, edit, or remove the default spreadsheet sequences associated with the current database.