To add or change a cost code or category:

Launch Sage Estimating.

1. Open the estimate.
2. Select a Spreadsheet layout that has the columns needed (See Related resources below for a Knowledgebase article that can walk you thru creating that Spreadsheet Layout).
3. Locate the item and the Job Cost; cost code or category the is incorrect of missing.
4. In the cell that has an incorrect or missing cost code or category click in the far right of the cell.
5. Scroll thru the Job cost list or search for the cost code or category.

 

Note: On the spreadsheet you can select cells, right click, to fill multiple cells with the same cost code or category. You can use copy and paste to copy the cost code or category to other cells.

 

Note: The added or changed Job Cost, Cost codes or Category on the estimate will need to be added or changed to each estimate. If the additions or changes are done in the Database all new estimates will have that information, but all estimates that were made before these changes will not reflect the changes.

 

 

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