Copying estimate information to the standard database

You can copy elements such as phases from an estimate to the standard database. This is convenient if you create or customize a phase an element for an estimate and later want to add it to the standard database.

Use this procedure for crews, material classes, phases, rate tables, subcategories, and WBS values.

To copy an estimate element to the standard database:

1. From the spreadsheet, right-click the element you want to copy.
2. Select Edit <Element>from the shortcut menu.
3. In the Database <Element> window, click [Add].
4. In the Adding Database <Element> window, click [Copy].
5. In the Database <Element> List window, select Estimate for the Source.
6. Double-click the element from the list to place it in the Adding Database <Element>window. If desired, make changes. Any changes you make affect the standard database, not the estimate element.
7. Click [OK] to save the element to the standard database.
8. You can copy other estimate element in the same manner. When you finish, click [Close].