How to delete multiple Items and associated Sub-Items on the Bid Sheet and manage whether they remain on the Item Sheet and under Non Bid Items
Delete Multiple Items from the Bid Sheet
While on the Bid Sheet module of Estimating Link, go to Services > Costs > Remove Bid Items as show below:
The Item you had selected prior will automatically be highlighted on the next window.
Select which Item you would like to remove or use the shift and/or control key to highlight multiple Items you'd like to remove, as shown below:
Note that when the Delete Item Sheet box is unchecked on the Select Bid Items window, your Item(s) will be deleted from the Bid Sheet but will still have an Item Sheet and will still show under Non Bid Items in the tree view.
Click Ok.
If the Item(s) you are attempting to delete have associated Move Money transactions, you will receive the following Confirmation window for each Item:
Clicking Yes will delete the Item from the Bid Sheet and remove associate Move Money transactions.
Clicking No will cancel deleting the Item from the Bid Sheet and keep the Move money transactions.
As long as you did not have the Delete Item Sheet box checked, if you make a mistake and want to add that Item back to the Bid Sheet, you can do so by:
- Right clicking on the Item in under Non Bid Items in the tree view and selecting Add to Bid Sheet
- Select and drag the Item from Non Bid Items in the tree view to Bid Items
Delete Multiple Items from the Bid Sheet, Item Sheet & Non Bid Items
While on the Bid Sheet module of Estimating Link, go to Services > Costs > Remove Bid Items.
Select which Item you would like to remove or use the shift and/or control key to highlight multiple Items you'd like to remove and add a check mark to the field at the bottom of the window labeled Delete Item Sheet as shown below:
Click Ok.
A confirmation window will appear as shown below:
Clicking Yes in the confirmation window will delete the Item shown from the Bid Sheet, Item Sheet, and Non Bid Items and then display a new confirmation window for the next Item with the same options.
Clicking No will cancel deleting the Item from the Bid Sheet, Item Sheet, Non Bid Items, and keep associated Move Money transactions.
Clicking Yes to All will delete all the previous selected Item(s) from the Bid Sheet, Item Sheet, Non Bid Items, and from associated Move Money transactions.
Note: Your Item may still temporarily show in the Non Bid Items on the tree view while the program recalculates, but only briefly.
Deleting Item(s) associated with Sub-Item(s)
If you select Yes or Yes to All on the Delete Confirmation Item window (screenshot shown above) and your Item(s) have associated Sub Items, the following confirmation window will appear:
Clicking Yes will delete the Item and all associated Sub-Item(s).
Clicking No will delete the Item but not the associated Sub-Item(s).
Clicking Cancel cancels deleting both the Item and associate Sub-Items.