Select/Edit Database Subcategories window

You use the Edit Database Subcategories window to define valid subcategory values for an open standard database.

You use the Select Database Subcategories window to select valid subcategory values from an open standard database.

Before you start

If the column for the subcategory you want to work with (Equipment, Labor, Material, Other, or Subcontractor) is not already displayed on the spreadsheet, insert the column.

  1. On the spreadsheet, right-click a column header, and then click Insert from the shortcut menu.

  2. On the Insert Columns window that appears, either double-click a field to add a single column immediately to the spreadsheet, or select several fields (one at a time), and then click [OK] to add multiple fields to the spreadsheet.

The new columns are inserted to the left of the column you selected initially.

  1. Open the Edit Database Subcategories window:

    1. On the spreadsheet, for the item to which you are adding subcategories, right-click in the Equipment Subcategory, Labor Subcategory, Material Subcategory, Other, or Sub Subcategory column.

    2. Click Select Subcategory.

      Tip: If you simply wanted to select an existing subcategory for use in the estimate, you would select it on the grid in the Select Subcategory window at this point, and then click [OK].

    3. In the Select Subcategory window, click [View Database List].
    4. In the Select Database Subcategory window that appears, click [Edit].

  2. To add a new subcategory:

    1. Click [Add] to create a new row in the grid.
    2. In the Subcategory column for the new row, type up to 20 alphanumeric characters for subcategory code.
    3. Double-click in the Unit column, and then select a unit of measure for this subcategory from the dropdown list.

    To edit an existing subcategory, simply type a new subcategory code or select a different unit.

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

  3. When you have finished adding and editing subcategories, click [OK] to close the Edit Database Subcategories window.

After editing database subcategory values

You can export the list of values to Microsoft Excel, where you can use that program to edit the list easily. You can then import the values back into the database or into an estimate.