Estimate Catalog toolbar
Access the Estimate Catalog toolbar from the top of the Estimate Catalog pane.
Click the corresponding icon to perform one or more of the following functions from this pane:
| Option | 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 pane so you can create a new estimate. |
|
Copy estimate |
Click to create a new branch or a new estimate by duplicating 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 estimate |
Click to open the Import Estimates window where you can import estimates that have been saved in XML format. |
 Export estimate |
Click to open the Export Estimates window where you specify details for exporting one or more selected estimates as a compressed (zipped) XML file. |
|
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 or other users make while the Estimating Management Console is open. For example, if another user creates a new estimate or estimate branch in the Sage Estimating software, 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.