Changing Categories
To move estimates from one category to another:
- Select the Category Maintenance option in the Tools menu, then select the Change Category option:
- When Residential Estimator displays the Category Maintenance: Estimate Selection screen, select one or more estimates to move from one category to another as
follows:
- Select a Category: Use the category name drop-down list to select the category containing the
estimates to move.
- Search for Estimates: Use the Estimate Search Tabs at the bottom of the screen to enter any
appropriate selection criteria, and click Find Now to display estimates matching the criteria.
- Select Estimates to Move: In the Estimate Listing Grid at the top of the screen, click anywhere in the
row of an estimate to select it. Then, Shift-click or Ctrl-click on the rows of additional estimates to select groups of estimates or
other individual estimates. You can also click Select All to select all estimates in the Estimate Listing Grid. Residential Estimator
highlights the estimates selected. If you wish to remove the highlighting from
an estimate, simply Ctrl-click on that estimate.
- Click OK to continue.
- Residential Estimator displays the Category Maintenance screen:
Use the "To This Category" drop-down list to select the category to which you
want to move the estimates. If the desired category is not in this list, use
the Add Category button to create a new category.
- Click OK to begin the move.
- When the move is complete, Residential Estimator displays the message
"Estimates were moved successfully. Click OK to continue.