Adding and Deleting Categories, Subcategories, and Items in Estimating

Whether you start with a blank, master, or sample estimate, UDA Estimating makes it easy to customize an estimate for your business needs. Add and delete categories, subcategories, and items in your estimate. For more options in customizing the estimate framework, see Modifying Categories, Subcategories, and Items.

Insert a new category

  1. On the Project Totals sheet, click the [add category] link in the section of the estimate where you would like to add the new category.  The Add Category form will open.

  2. Type the name of the new category.

  3. Click OK.

Insert a new subcategory

  1. On either the Project Totals or a Category sheet, click the [add subcategory] link in the section of the estimate where you would like to add the new subcategory. The Add Subcategory form will open.

  2. Type the name of the new subcategory.

  3. Select Optional Settings such as Type, Method, Classification, and Tax Type. If you choose the Lump Sum method, you can also enter Quantity and Cost.

  1. Click OK.

Insert a new item

  1. On a Category sheet, click the [add item] link in the section of the estimate where you would like to add the new item. The Add Item form will open.

  2. Select Insert Items from Database or Insert Item Manually.

If you choose Insert Items Manually, type the name of the new item and assign a Classification, Tax Type, Quantity, and Cost, if desired.

If you choose Insert Items from the Database, select your items from the Items Database window. For more information about the Items Database, see Using the Items Database.

Delete a category, subcategory, or item

  1. Right-click the category, subcategory, or item.

  2. Select Delete Category, Subcategory, or Item.

  3. Click OK to confirm deletion.

& NOTE: If you delete a category or subcategory, all subordinate elements (subcategories and/or items)  will also be deleted. For example, if you delete a category, all corresponding subcategories and items will also be deleted.