Adding and Changing a Category

These steps will show you how to add and change a category, which you may utilize in various parts of your estimates. A category describes a type of your resources (i.e. salaries, materials, equipment).

Adding a Category

  1. With an estimate open, press Ctrl+I to open the Settings dialogue box.
  2. Click on Lists in the left-side toolbar and then, under System Lookup Lists, choose Categories.
  3. Choose the Values tab.
  4. Click on Add, type in the name of the new category, and click OK.
  5. Close the Settings window.

Changing a Category

  1. In the estimate table, choose the Resources tab. Then click on the line item whose category you want to change.
  2. Click on the drop-down arrow under the Change category button in the Quick Access Toolbar and choose the new value.