Item Sheet
      Back to home
      1. Knowledge Link
      2. Estimating Link
      3. Item Sheet

      Sub-Item Assistant Explained

      Helpful article to create, modify, and keep track of Sub-Level Items in your current project.

      Sub Item Assistant

      The Sub-Item Assistant window allows you to create, browse, and modify the hierarchy of Sub-Items used in your current project. 

      Note: This function is only designed to work with Sub-Items, and not Template Items - which are any Combined Item(s) not created within the Sub-Item Assistant.

      Sub Items - An Item that is combined into another Item using the Sub-Item Assistant.

      Access the Sub-Item Assistant:

      • On the Bid Sheet or Item sheet, click the Sub-Item Assistant icon:
      • On the Bid Sheet or Item sheet, go to Services > Sub-Item Assistant.

      The Sub-Item Assistant window will now be shown:

      Sub-Item Assistant Window Details & Controls

      • View - choose which Items you would like displayed
        • All Items - view all Items (including Non Bid Items) in the current project
        • Bid Items - view only Items that are on the Bid Sheet
      • Format - choose which format you would like your Sub-Items to be:
        • 1234 A 
        • 1234.1
        • 1234.01

      Note: If you had previously added Sub-Items with a different format, those sub-items will remain with the format you originally chose for them.

      Tip: If your Item name is more than 21 characters, you will receive a Sub-Item Assistant error message. 

      The solution, is to rename your Item using less than 21 characters.  To rename your Item, you need to be on that Item's Item Sheet.  Go to Services > Rename Item.  A Rename Item window will appear.  In the "to Item" field, rename your item with less than 21 characters.

       

      • Search Icon - - Displays the Sub-Item Assistant Search.  Here you can search for Items by entering text in the Search For field.  To search for text that may be located in the middle of the text, start with an asterisk (*).
      • Go to Item Icon - - Takes you to the Item Sheet of the currently selected Item and closes the Sub-Item Assistant.
        • This is available for both sub-items as well as primary items.
      • Add Same Level Icon - - Add a new Sub-Item at the same level as the currently selected Item.
        • This will create a new sub-item at the same level as the currently selected sub-item.  If you have sub-item "2.1" highlighted, then adding an item at the same level will create item "2.2".
      • Add Sub-Level Icon - - Create a new Sub-Item one level deeper than the currently selected Item.
        • This creates a new sub-item to the currently highlighted sub-item.  For example, if sub-item "2.1" is highlighted, the sub-item "2.1.1" is created within "2.1".
      • Delete Icon - - Delete the currently selected Sub-Item.
        • This will delete the selected Sub-Item and any connected Sub-Items below it.  Attempting to delete Sub-Items which contain Description or Cost information will cause an additional confirmation warning before executing the delete function. 

      Note: Deleting Sub-Items in the Sub-Item Assistant will delete the actual Item Sheet for the Sub-Item and all associated cost entries.