Moving or copying items to another spreadsheet level

Providing that the items are not combined, you can move or copy items to another spreadsheet level in the estimate when the current spreadsheet sequence includes any one of these levels:

• Work breakdown structure (WBS)—Detail and Takeoff types
• Location
• Subcontractor
• Material Class
• JC Phase
• Unassigned
• Vendor
• Alternate
• Price Code

To move or copy items to another spreadsheet level:

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

   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.

   To select additional items, hold down the Ctrl key while you click on their row headers.

   Tip: To move or copy all the items within a overline:

   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.

   • Collapse the overline (double-click its row header).
   • Select the overline (click its row header).

2. Right-click, and then select Move/Copy from the shortcut menu.

3. Complete the fields in the Move or Copy Items window to specify where you want to place the selected items and whether you want to move or copy them. The fields that appear in the window correspond to the current spreadsheet sequence.

   Use the [] button to select the location where you want to move or copy your selection.

   Tip: You can create new values for some sort levels by entering them in the value fields for the level. However, you cannot change Item-type WBS codes, Group Phase, Phase, Assembly, Combined Assembly, or Model.

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

4. Click [OK] to move or copy the items.