Inserting Items into an Estimate

The UDA Items Database can store thousands of quotes that you can use for quickly assembling comprehensive, accurate estimates.

In brief review, UDA Estimates are divided into a three-part hierarchy of Categories, Subcategories, and Items. The Project Totals sheet in an estimate shows only Categories and Subcategories. Items are located on the Category sheets, which can be accessed by clicking on a Category or Subcategory name on the Project Totals sheet. Items can only be inserted into Subcategories that are using the Detailed method.

& NOTE: The Items Database must be opened from the Estimate to insert items. You cannot insert items into an estimate from the Items Database Management tab located in the interface.

Insert an item into the estimate using the default quote

  1. In an open estimate, go to a Category sheet and click on a Subcategory that is in the Detailed method.

  2. If the Items Database is not already open, go to Estimating > Items Database.

  3. Locate the desired item and click on the item name to select it.

  4. Click the Insert button at the bottom of the screen. The Send Quantity to Estimate window will open.

  5. Enter a quantity for the item and select the class.

  6. Click OK. The item will be added to the estimate using the default quote for that class. Information that will be inserted in the estimate (if available) are Item Name, Description, Classification, Vendor, and Cost.

Insert an item into the estimate not using the default quote

  1. In an open estimate, go to a Category sheet and click on a Subcategory that is in the Detailed method.

  2. If the Items Database is not already open, go to Estimating > Items Database.

  3. Locate the desired item and click on the item name to select it. The item will expand to show all quotes.

  4. Right-click the quote you want to use for that item.

  5. Select Insert Quote. The Send Quantity to Estimate window will open.

  6. Enter a quantity for the item. Class is already associated with the quote, so you will not need to select it.

  7. Click OK. The item will be added to the estimate. Information that will be inserted in the estimate (if available) are Item Name, Description, Classification, Vendor, and Cost.