Audience – Builders, subcontractors

Read time - 5 mins

Follow the steps below to learn how to copy categories and items from your estimates to a new or existing template.

  1. To copy one or more categories from an existing estimate to a new template, go to the Estimate section in the left-hand navigation menu.

  2. Select your estimate and click on Estimate Costings.

  3. Select one or more of the shown categories by clicking on the box to the left of the category name.

  4. Once you have selected your categories, click on the button with the two square boxes, next to the delete button. A small drop-down menu will appear, and you can select to either copy or copy to template. Copy will copy the category within the current template and copy to template will give you the option to copy to a new template.

You will be asked to either select a Buildxact template from those listed or create a new template. (Note: the number of Buildxact templates available to you is determined by your subscription level)

Click on Create New Template. Fill in a title/description for your new template in the Description box, and to choose a Building Type. Once you’ve done this, your template will appear in the list under Save to which template? Select your template and click Next. Your copied category will now appear in the template you selected.

Copy a category, and its items, to an existing template.

If you are choosing to copy a category and items to an existing template, select the template you want to use from those listed under Save to which template? Click Next.

You will now be able to set the order you would like the categories to appear in your template. Click Save & View or Save & Close.

It’s also possible to copy items from within a category to another existing template or to a new template to be used for future estimates.

From the Estimates/Estimate Costings screen, select the categories that contain items you’d like to copy. In the following example, we’ve selected Ground floor framing and Windows.

Click anywhere on the row for Ground floor framing or Windows (we’ve chosen to show Ground floor framing), and the items associated with this category appear as it’s displayed below. Select or deselect the items you wish to copy and click Copy items to template.

You can then choose to save to an existing template by selecting one of the templates listed under Save to which template? or create a new template by clicking Create New Template.

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