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Export Subcategories window

Import Subcategories window

Select/Edit Subcategories window

You use the Edit Subcategories window to define valid subcategory codes for an estimate.

You also use this window to select existing subcategories for the estimate.

Before you start

If the column for the subcategory you want to work with (Equipment, Labor, Material, Other, or Subcontractor) is not already displayed on the spreadsheet, insert the column.

  1. On the spreadsheet, right-click a column header, and then click Insert from the shortcut menu.

  2. On the Insert Columns window that appears, either double-click a field to add a single column immediately to the spreadsheet, or select several fields (one at a time), and then click [OK] to add multiple fields to the spreadsheet.

The new columns are inserted to the left of the column you selected initially.

To add or edit subcategories:

  1. Open the Edit Subcategories window:

    1. On the spreadsheet, for the item to which you are adding subcategories, right-click in the Equipment Subcategory, Labor Subcategory, Material Subcategory, Other Subcategory, or Sub Subcategory column.

    2. Click Select Subcategory.

      Tip:

      • If you simply want to select an existing subcategory for use in the estimate, you select it on the grid, and then click [OK].

      • To display a Search box for the Subcategory grid if it is not visible, press Ctrl + F.

    3. In the Select Subcategory window that appears, click [Edit].

  2. To add a new subcategory:

    1. Click [Add]. to create a new row in the grid.
    2. In the Subcategory column for the new row, type up to 20 alphanumeric characters for subcategory code.
    3. Double-click in the Unit column, and then select a unit of measure for this subcategory from the dropdown list.

    To edit an existing subcategory, simply type a new subcategory code or select a different unit.

    To delete an existing subcategory, click the row indicator a row indicator on the spreadsheet to select subcategory you want to delete, and then click [Remove].

    Tip: If you previously exported a list of subcategories, you can import the list using the [Import] button, rather than enter them manually.

  3. When you finish adding and editing subcategories, click [OK] to close the Edit Subcategories window.

After editing subcategory values

You can export the list of values to Microsoft Excel, where you can use that program to edit the list easily. You can then import the values back into the estimate or another estimate.