TUG Tips & Tricks: Sage Estimating

SQL Estimating - Move or Copy Items

Wednesday, April 2, 2025   (0 Comments)
Posted by: Jon Banse

 

TUG Tip --Estimating

SQL Estimating - Move or Copy Items

Move or copy items from one location or WBS code to another if the Location or WBS code was not assigned, or it was assigned incorrectly. To do this with a Location: Click on the Location tab Select the item/items Right-click from the header row and select Move/Copy to move them to the correct Location Similar operation with a WBS code

TIP: In some areas of work the same part of the project is repeated many times. For example, you may have several floors of a building. You can take off one floor, then copy the items on the spreadsheet into the other floors, and make required changes to the subsequent floors.

You are also able to Move/Copy assemblies. Copying assemblies between WBS codes brings the audit trail and review with it.


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