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About cutting, copying, and pasting spreadsheet items

Cutting or copying items from one estimate to another

Dragging items from one estimate to another

Dragging items to another spreadsheet level in the same estimate

Moving or copying items to another spreadsheet level

Selecting multiple cells on the spreadsheet

Move or Copy Items window

This window lets you specify the spreadsheet level where you want to put selected items and whether to move or copy those items. The field labels correspond to the current spreadsheet sequence.

To open this window:

  1. On the spreadsheet, click the item's row header.

    The row header is the fixed column along the far left side of the spreadsheet or Totals page.

    • Click to select the whole row.
    • In a spreadsheet window only, you can double-click to expand or collapse a row.
    • Right-click to change the font for the selected rows.

  2. In the Editing group on the Home tab, click Move/Copy.

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

Tips:  

  • The Move/Copy command is also available from the shortcut menu when you right-click a row header.

    Shortcut menus provide access to commands that you may need to accomplish a particular task.

    To open a shortcut menu, point to something in a Sage Estimating (SQL) window, and then right-click it. The available commands vary based on where you are pointing.

  • On the Phase/Item, Takeoff, and Assembly tabs, you can copy selected items and assemblies, but you cannot move items to a different phase or takeoff order, or to an existing assembly or model.

  • To include all items within an overline, collapse that level before starting the Move/Copy operation.

    An overline is any level of the spreadsheet based on the spreadsheet sequence. For example, if the spreadsheet is in Phase/Item order, the primary overline is group phase and the secondary overline is phase.

  • You cannot add items to an assembly after takeoff. However, you can:

    • Move items in an assembly to another part of the same assembly (for example, from one alternate to another). You cannot move items to a different assembly.

    • Copy the entire assembly, including its items and header information, to a new assembly. (Copying a subset of the items in an assembly disassociates them from the assembly, so they are Unassigned. However, when you select all the items in the assembly, you retain the assembly association.)

  • Move/Copy operations clear all information from bid grids (including subcontractors) and models.