Changing an existing item in the standard database

1. Open the Edit Items window in one of the following ways:

   On the ribbon, from the Elements group on the Data tab, click  Items.

2. In the phases pane, select the phase that includes the item you want to edit.

   Estimating displays the items associated with the selected phase in the items grid.

   Tip: If you want to show only certain phases from a long list of phases, you can use the Search box above the phases pane to filter the phases using a keyword.

3. On the items grid, select the item you want to change.

   For a long list of items, you can use the Search box above the grid to locate the item quickly.

4. You can change the phase, item number, item description, unit, formula, crew, waste factor, and price code and add a note or an attachment for a selected item right from the items grid.

   To change these fields.

   • To change the phase, click the list button () in the Phase column, and then select a different phase from the Edit Phases window.
   • To change an item number, double-click in the Item column, and then type the new code.
   • To change the description for the item, double-click in the Description column, and then type the new description.
   • To change the unit, click in the Unit column, and then select the unit you want to use.
   • To change the formula, click the list button () in the Formula column, and then select the formula to use from the Formula List.

   • To change the crew, click the list button () in the Crew column, and then select the crew to assign to the item from the Crews List.

     Note: This feature is available only if you have a license to use Crews.

   • To change the waste factor, double-click in the Waste Factor % column, and then type the new percentage.
   • To change the price code, click the list button () in the Price code column, and then select the price code to assign to the item from the Price Code List.

   • To add an attachment, click the list button () in the Attachment column, and then in the Attach File window, type the name of the file to attach, including the path, or browse to and then select the file.

   • To change the bill of materials, click the list button () in the BOM column, and then select the bill of materials to assign to the item from the Database Bill of Materials window.
   • To add a note, double-click in the Notes column, and then type the note in the Edit Notes window.

5. Use the tabs in the Item Details pane to edit, for each cost category, the pricing, rounding and waste percentages, linked items, categories, subcategories, WBS codes, and (if you have integrated a job cost program) job cost information as needed.

   Tips:

   • If the Item Detail pane is not visible, click the button below the grid to display it.
   • To move easily from the items grid to the Item Detail pane, and back, using the keyboard alone:
     • Select an item in the items grid and then press Ctrl + Down to move to the Item Details Pricing tab.
     • To move back to the items grid, press Ctrl + Up.

   For information about each tab, see the following topics:

   • Pricing tab

   • Rounding tab

   • Links tab

   • Subcategory tab

   • Job Cost tab

   • WBS tab

6. Change other items in the same manner.

7. When you finish, click [OK] to save your changes and close the window.

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