Changing an existing material class

  1. Open the Material Class window in one of the following ways:

    • On the ribbon, from Codes group on the Data tab, click Bill of Materials.
    • In classic view, select Database menu > Bill of Materials.
    • From the spreadsheet, right-click a material class, and then click Edit Material Class from the shortcut menu.
    • On the spreadsheet, right-click the material class, and then click Edit Material Class on the shortcut menu.
  2. If you opened the Bill of Materials window from the Data tab (or in classic view, the Database menu), select the material class you want to change, and then click [Edit].
  3. Make changes as needed.

    The source option indicates where the material class showing in the window is stored. Changes you make to a standard database material class do not affect the estimate. Likewise, changes you make to an estimate material class do not affect the standard database.

    • To change the material class name, click [Rename], and then enter the new name in the Material class field.

      For more information, click An image showing the Help icon available on the ribbon on the title bar of the window, and then click a field or button.

    • To add a new Address Book entry for a vendor or subcontractor, in the Default sub/vendor box, type the name of the new vendor, and then press [Enter]. At the message asking if you want to add the name to the Address Book, click [Yes], and then add the information for the new vendor in the Company Edit dialog box.

      Note: Be sure to save the address record before closing the Company Edit dialog box.

  4. When you finish changing the material class, click [OK] to save it.
  5. Change other material classes in the same manner.
    • You can click The List (ellipsis) button to choose from a list of existing material classes, or scroll through the material classes using [<<] and [>>].
    • If you opened the material class window from the spreadsheet, you can use Source to change material classes in either the standard database or the estimate.
  6. When you finish, click [Close].