Easily copy and import Item(s) to and from other projects in Estimating Link
Copy Item
When Copy Item is selected, the project Item Library is displayed so that the items to be copied can be selected.
After selecting the source item you will be prompted for a new item number and takeoff quantity. If the takeoff quantity is left at 0.0 the takeoff quantity will also be copied into the new item.
If the target item already exists in the current project you will be given the options to Overlay, Skip or Cancel.
Overlay will replace all of the cost details in the target item with the cost details in the source item scaling to the source quantity..- Item number, description, unit of measure, quantity and production will not be
changed if existing in the target item. - Items combined into the target item will no longer be combined.
- Items combined into the source item will be combined into the target item.
- Combined items will be copied along with the item being copied.
- Costs posted by the Subcontractor/Material Comparison (SMC) will be
converted to write-ins when copied within the current project. - Costs posted from the SMC tables are item specific and therefore cannot be
copied to another item as an SMC cost.
How to Copy Item(s)
- From the Item Sheet, go to Services > Copy Item
- From the Item Sheet, use the Copy Item icon:
Import Item
Import works similar to Copy but allows you to pick items from other projects to be copied to the current project.
Combined Items will be copied along with the item being imported.
After selecting the item(s) you wish to import the user will be able to rename the imported Item.
The user will also be able to set the Initial Takeoff Quantity and add the imported items to the Bid Sheet.
- When importing combined items it is not necessary to select the Sub items,
they will be imported with the Primary Item. - If scaling is selected the new item will scale all the resources in the source
item by the ratio of the original takeoff quantity to the new takeoff quantity. - If the target item already exists in the current project the user will be given the option to Overlay, Rename, or Don’t Import. Overlay will replace all of the cost details in the target item with the cost details in the source item.
- Item number, description, unit of measure, quantity and production will not be changed.
- Items combined into the source item will be combined into the target item.
- When you import an item, rates used by that item that are not in your current project’s Rate Library will be copied in from the other project. If the rate codes exist in the current project, then the rates in the item being imported are updated to reflect the rates in the current project.
- The updating of rates in imported items is done by resource code. When different resources have the same code the resource in the current project will replace the resource from the source project. For example, if LAB02 is a pipelayer in the source project and LAB02 is an operator in the current project, then in an item imported with LAB02 the pipelayer will be replaced with an operator in the current project. This is why it is desirable to standardize your resource codes.
- Costs posted by the Subcontractor/Material Comparison (SMC) module will be converted to write-ins when imported to the current project. The SMC tables are dependent upon the Bid Sheet and therefore cannot be transported from project to project.
How to Import Item(s)
- From the Bid Sheet, go to Services > Import > Import Items from Another Project
- From the Bid sheet, use the Import Items icon:
