How to Edit, Add & Delete items in your Estimates

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Note: Videos are quick demonstrations purely for overview purposes.
Consult the user guide or call us directly if you are still requiring any assistance.

Written Help for this video:

When an estimate has been done within the Estimator for a specific item, you may want to further Edit that item, Add further quantities for that exact item within the project, or delete that item altogether.

To make use of these features, find the item you wish to make any modification to by locating the Simple Formula (Simp F) under YOUR Project Database in the Estimator.

When you find it, double click it.

You will see the following items in the screen pop-up:

Qty – Shows the quantities of all the instances of this particular Simple Formula that have already been measured.

Description – The description of the Simple Formula (they are always identical).

Use Long Descriptions (see later) to distinguish between separate measurements.

Adjustments – Shows automatic adjustment of the measured quantity. This adjustment is made by the Estimator, and cannot be altered manually. The Estimator makes adjustments to brickwork when you measure door and window frames. You do not have to know the dimensions of the frames, as they are programmed into the Building Database.

Edit – Edits the highlighted Formula. You can then alter the measured quantity, or make adjustments to the prices of the measured items.

Add – Measures a new instance of the Formula. You can add as many new measurements as you like. Although all measure the same Formula, they show up as separate items in the Reports.

Delete – Removes the highlighted measurement. Use this if you wish to get rid of a measurement completely.

Cancel – Closes this screen and returns you to the Building Database.

Help – Displays Cue Card Help for this screen.

With this explained, choose your option of effect:

-          To “Edit” click on the button and now you can input a new quantity and calculate to make the adjustment.

-          To “Add” a new instance of the already estimated item, click Add and input the new quantity. The items will show up as separate items on the Report.

-          To “Delete” an item, click on Delete and when asked ‘Are you sure?’ Click on “Yes”.
The calculation screen will re-launch with a 0 (zero) quantity.

-          To make deletion complete, click on “Cancel”

-          The item will still remain in your database, but it will have no value and NOT display on your Reports.

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