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Deleting a location or WBS value from a list

Export Data (Location Values) window

Import Data (Location Values) window

Select/Edit Locations window

You use the Edit Locations window to define valid values for locations in an open estimate.

You also use this window to select valid locations when you are working with locations in an estimate.

To add or edit locations:

  1. Open the Locations window in one of the following ways:

    • On the ribbon, from the Codes group on the Data tab, click Locations.

    • In classic view:
      1. Click View > Item Takeoff Settings.

      2. Right-click in the Location box.

      3. Click Select Location.

      4. Click the [Edit] button.

    Tip: You can also open the Select Location window from the estimate spreadsheet by showing the Location column in the spreadsheet, right-clicking the Location column, and then selecting the Select Location menu item.

  2. Add, edit, or delete locations as needed.

    To add a new location:

    1. Click [Add] to create a new row in the grid.
    2. In the Location column for the new row, type the location.

    To edit an existing location, simply type your changes in the Location column for that row.

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

  3. When you have finished adding and editing locations, click [OK] to close the Edit Locations window.