Updating from a Library or Price List

Updating from Library

1. Click the Libraries tab in the menu bar.

2. Click Update from Library….

3. Select Library in the Source Type drop down list under Source.

4. In the Library drop down list, select the library you want to update from.

TIP: If you cannot find the desired library in the list, click the … button to find the library.

5. In the Active Project list select the column to match for the project.

6. In the Source list select the column that matches the Active Projects.

NOTE: Typically, you match columns Number to Number or Text to Text.

7. Choose which columns you want to protect by checking the appropriate boxes in the Protect columns drop-down list.

8. In check boxes located below Protect Columns, select any conditions you want to apply.

9. In Mark components check the box of the components you wanted marked.

10. Click Update to complete the update.

Update from Price List

1. Click the Libraries tab in the ribbon.

2. Click Update from Library….

3. Select Price list in the Source Type list under Source.

4. In the Price list drop down box, select the price list you want to update from.

NOTE: When you update from a price list, it is not possible to choose which columns to match – it’s always Number and Number.

5. Choose which columns you want to protect by checking the appropriate boxes in the Protect columns drop-down list.

6. In check boxes located below Protect Columns, select any conditions you want to apply.

7. In Mark components check the box of the components you wanted marked.

8. Click Update to complete the update.